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Institutional Investors Do Need to Pursue Certain Securities Litigation Institutional investors that invest in bonds, particularly section 144A bonds, and in structured debt generally buy these financial instruments to hold rather than resell and are frequently held only by the original purchaser. Therefore, institutional investors that are bondholders and structured debt holders which have suffered losses due to financial fraud, generally, can only recover losses through securities litigation and not through the netting of “winning” transactions from other bond purchases. Therefore, institutional investors that purchase equity in a company in which systemic fraud is present may unwittingly receive some “winning” transaction, but may wish to seek recovery of assets from the company and its officers and directors to further dissuade the systemic fraud. www.rkmc.com /Institutional_Investors_Do_Need_to_Pursue_Certain_Securities_Litigation.htm   (1436 words)

U.S. Institutional Investors Boost Control of U.S. Equity Market Assets Investors in all the European Union countries combined held 30.8% of the ten-country total, followed by Japan with 11.3%, the UK with 8.5%, and France and Germany with 5.3% and 4.6% respectively. Institutional investors in the Netherlands increased their equity asset allocation by 27 percentage points, primarily at the expense of loans. Institutional investors in the U.S. increased their equity asset allocation by 21 percentage points, and decreased their bond asset allocation by 13 percentage points. www.prnewswire.com /cgi-bin/stories.pl?ACCT=104&STORY=/www/story/10-10-2005/0004164615&EDATE=   (985 words)

Why Institutional Investors Are Tapping The Asset-Based Market Moreover, where institutional accounts have become involved, the market has become more dynamic in terms of pricing and structure—the deal an issuer gets at the end of the process may differ significantly from the one that arrangers propose initially, as we have already seen this year. As institutional investors held out for 300 basis points of fees on Goodyear, they also helped push up the spread for all tranches by 50 basis points from their original LIBOR plus 350 level. Arrangers expect the asset-based market to continue looking to institutional investors sporadically during the rest of 2003 and into 2004 as large issuers on the cusp on non-investment grade and fallen angels look for alternative sources of capital in order to stave off amortization or solve liquidity problems. www.bofabusinesscapital.com /resources/capeyes/a08-03-175.html   (1221 words)

About the Council The Council of Institutional Investors is the premier U.S. shareowner-rights organization. CII believes that by pooling their resources, institutional investors can and should use their proxy power to hold the companies in which they invest accountable. Institutional shareowners have a much greater voice today than they did 20 years ago. www.cii.org /about   (204 words)

CBOE - Institutional Investors The Institutional portion of the CBOE Web site is designed to provide educational material about prudent uses of options for Institutional Investors such as pension funds, mutual funds, banks, endowments, foundations, corporations and insurance companies. With the tremendous growth in the number of high-net-worth investors in the United States over the past couple decades, various investment tools have been utilized to help these investors meet their financial goals -- goals that often include preservation and growth of capital, and deferral and minimization of taxes. Investors have used options on the SandP 500 (SPX) index for a variety of purposes over the past 16 years, including investing, hedging, asset allocation, and the management of risk. www.cboe.com /Institutional/default_institutional.asp   (866 words)

Power And Accountability - Chapter 6 Institutions own such a large percentage of the market that two of the elements driving short-term orientation - the need for liquidity and the competitive advantages of active fund management - are no longer important, or even prudent. [I]nstitutional investors are by no means a monolithic group, since they have vastly different investment objectives, tolerance to risk, understanding of their fiduciary mandates, and perceptions of their appropriate role in corporate governance. Institutional Shareholder Services wrote to the office of the Comptroller of the Currency, asking what its policy was on voting proxies, and we got a letter saying that it generally endorsed the standard set forth by the Labor Department in the Avon letter. www.lens-library.com /power/chapter6.html   (19364 words)

Institutional Investors And Fundamentals: What's The Link? However, investors with a fundamental approach need to understand the connection between a company's fundamentals and the interest the company attracts from large institutions. Institutional sponsorship, often driven by factors other than fundamentals, is not always a good gauge of stock quality. Although logic and statistics show that institutional sponsorship is a good indicator of a good company, investors should be aware that institutional investing is not always driven by quality fundamentals. www.investopedia.com /articles/fundamental/03/101503.asp   (1199 words)

Performance attribution of US institutional investors Financial Management (Financial Management Association) - Find ... With such a change in the institutional investor universe and its impact on the average household, it is worth asking how institutional investors have performed in management of the funds entrusted to them. The last institutional investor category comprises university and private endowments, philanthropic foundations, funds that are managed in-house by private and public pension funds, and law firms acting as trustees. Under the 1978 amendment to the Securities Exchange Act of 1934, all institutional investors managing a portfolio with an investment value of $100 million or more are required to file quarterly 13F reports with the Securities and Exchange Commission within 45 days of quarter-end, listing their qualifying securities under management. www.findarticles.com /p/articles/mi_m4130/is_2_34/ai_n15696856   (825 words)

Corporate Research E-Letter No.2: institutional investors For this reason these large investors are a major factor to consider in campaigns that challenge corporate policies on labor, the environment, consumers or the community. Institutional investors were once passive custodians of their clients' accounts, and they tended to automatically vote their shares as management recommended. Rarely does a single institution own as much as five percent of a large corporation, so proxies are a useful source of institutional ownership only in a limited number of situations. www.ctj.org /itep/crp/archives/jul00.htm   (1264 words)

Insight Investment - Options for institutional investors   (Site not responding. Last check: 2007-09-18) There is an increasing demand for institutional investors to demonstrate that they take due account of corporate responsibility issues in their investments. If institutional investors are to engage effectively with companies on corporate responsibility issues, they need to establish a clear and legitimate basis on which to proceed. Now that investors are becoming more visible in their efforts to influence companies to encourage good practice, there are growing calls from clients, companies and other stakeholders, that investors should be transparent about the activities they undertake to meet their duties. www.insightinvestment.com /Responsibility/product/product_institutional_investors.asp   (688 words)

OECD Statistics on Institutional Investors - Data from 1980 Onwards   (Site not responding. Last check: 2007-09-18) Financial Assets of Institutional Investors in million of US dollars: total assets and breakdown by type of investors (insurance companies, pension funds, investment companies and other forms of institutional investors). Financial Assets of Institutional Investors as a percentage of GDP: total assets and breakdown by type of investors (insurance companies, pension funds, investment companies and other forms of institutional investors). Portfolio Composition of Institutional Investors: financial assets in billion of national currency and breakdown as a percentage of financial assets. www.oecd.org /document/45/0,2340,en_2649_34247_25821741_1_1_1_1,00.html   (270 words)

Fiduciary Duty for Institutional Investors   (Site not responding. Last check: 2007-09-18) A look at responsible investing practices among cutting edge institutional investors, who are weaving social and financial concerns together into a new model of fiduciary duty. By creating a network of institutional investor peers, Davis uses what she calls "the strength of weak ties," which means people model their behavior on high-status people they may not know well, but who move in the same circles. For a longer feature story on how institutional investors are incorporating responsible investing, see "The New Fiduciary Duty" from the spring 2003 issue of Business Ethics, at www.business-ethics.com/#fiduciary_duty_for_institutional_investors.htm For a free printed copy of this special annual social investing issue send your postal address to Karen.McNichol@business-ethics.com. www.business-ethics.com /fiduciary_duty_for_institutional_investors.htm   (3125 words)

Global Warming: Can We Find Common Ground? | Cinergy 2004 Annual Report   (Site not responding. Last check: 2007-09-18) It is now on the radar screen of part of the mainstream financial institutions, such as insurance companies and institutional investors. Institutional investors, such as public pension plans and investment funds of faith-based organizations, appear to be most interested in global warming. One institutional investor of note is the investment fund of the Presbyterian Church USA. www.cinergy.com /04sar/listening/investors/d_furey_i1.html   (693 words)

IBD Learning Center: Learn how to buy and sell stocks One of the most useful ways to spot current institutional trading is to study Volume % Change figures, that is the percentage up or down in trading volume of a stock compared to its average daily volume over the past 50 days. This is often the first sign that institutions are moving in or out of a stock in a major way. Investor's Business Daily, IBD and CAN SLIM and their corresponding logos are registered trademarks of Data Analysis, Inc. www.investors.com /learn/c01f.asp   (893 words)

U.S. Institutional Investors Boost Control of U.S. Equity Market Assets She adds: “These investors tend to be the most activist in demanding corporate governance reforms and will continue to have a profound impact on every company not only in the U.S. but also in global markets, since U.S. investors have tended to be out in front of global shareholder activism.” U.S. institutional investors have continued to hold 19% to 20% of total equity assets, down slightly from their 22.5% peak in 1999. Preliminary data show that investors in the ten countries with the largest institutional asset base held $32.127 trillion in assets in 2001, while U.S. investors—with approximately $19.3 trillion in assets as estimated by the OECD—held 59.9% of the ten-country total. www.conference-board.org /utilities/pressDetail.cfm?press_ID=2726   (907 words)

PRESS RELEASE SRI trends : 71% of French institutional investors that have already in accordance with SRI criteria will ...   (Site not responding. Last check: 2007-09-18) In fact, 23% of the investors surveyed expect SRI to account for more than 10% of their total assets within three years, as opposed to only 4% for whom this is currently the case. Most of the institutional investors responding to the survey that have already begun an SRI program are pension funds, mutual societies or insurance companies. Consequently, institutional investors now pay particular attention to the development of fixed- income products for the SRI segment, one of the major challenges in the years ahead. www.marketwire.com /mw/release_html_b1?release_id=189385   (629 words)

TimingCube - Institutional investors speak volume - institutional investors,trading volume,price movements,big ... In their relentless quest for reliable leading stock market indicators, many in the investment community have come to recognize institutional investors as a force to be reckoned with. No, they are not the Buy and Hold investors that lost nearly everything during the last bear market and got committed to mental institutions as a result. Rather, institutional investors are financial organizations that share one common trait: they manage and invest assets on behalf of someone else. www.timingcube.com /082704   (976 words)

COUNCIL OF INSTITUTIONAL INVESTORS Institutional owners have acted with restraint -- they have asked, not demanded; they have been willing to talk, rather than force confrontation. Institutional investors have no interest in or competency to manage companies, their only satisfactory mode of expression is to assure the existence of a competent, independent board of directors. Talking to more than ten institutions exposes you to the threat of both SEC and private legal action, so from a legal point of view it is best to do what I have done here -- "fly blind." I leave it to you to characterize whether this makes sense. www.lens-library.com /info/ciisp.html   (2447 words)

Institutional Investors. . - book review Business Economics - Find Articles This book provides a broad and thorough review of both institutional investors (specialized financial institutions that manage savings collectively) and asset management (the process by which assets collected by institutional investors are invested in the capital markets). Institutional trading is done in much larger blocks of securities and requires considerable skill and different techniques to minimize the market impact of transactions. The discussions on institutional investing outside the United States are especially revealing, given the often parochial nature of the literature in the United States. www.findarticles.com /p/articles/mi_m1094/is_1_37/ai_83793976   (928 words)

IIGCC - Institutional Investors Group on Climate Change - investment, climate change, investors, IIGCC   (Site not responding. Last check: 2007-09-18) The Institutional Investors Group on Climate Change (IIGCC) is a forum for collaboration between pension funds and other institutional investors on issues related to climate change. So as investors we need to understand the investment implications of this if we are to maintain professional standards of investment management. IIGCC believes that institutional investors and companies will benefit from a greater understanding of these risks and opportunities presented by climate change. www.iigcc.org   (360 words)

SSRN-Shareholder Activism and Institutional Investors by Stephen Bainbridge Institutional investors holding large blocks thus have more power to hold management accountable for actions that do not promote shareholder welfare. In fact, however, institutional investor activism is rare and limited primarily to union and state or local public employee pensions. Activist investors pursue agendas not shared by and often in conflict with those of passive investors. papers.ssrn.com /sol3/papers.cfm?abstract_id=796227   (409 words)

Solutions for Institutional Investors | Database Analytics   (Site not responding. Last check: 2007-09-18) Institutional investors have a fiduciary responsibility to monitor securities class action suits and file claims on behalf of their clients. In other words, investors are leaving literally tens of millions of settlement dollars on the table. The ability for institutional investors worldwide to demonstrate their commitment to recouping every dollar to which their clients are entitled has never been more important. www.issproxy.com /institutional/analytics/scas.jsp   (696 words)

[No title] The foreign Institutional Investors' (FIIs) net investment in the Indian stock markets in calendar year 2005 crossed US$ 10 billion in the 2005 calendar, the highest ever by the foreign funds in a single year after FIIs were allowed to make portfolio investments in the country's stock markets in the early 90s. India's popularity among investors can be gauged from the fact that the number of FIIs registered with SEBI has increased from none in 1992-93 to 528 in 2000-01 to 803 in 2005-06. A number of these investors are Japanese and European funds aiming to cash in on the rising equity markets in India. www.ibef.org /economy/foreigninvestors.aspx   (584 words)

Schuylkill Capital Management || Institutional Investors Our primary responsibility for managing institutional accounts began in 1994 when we were selected as a value equity manager for the Philadelphia Gas Works Retirement Fund. Although the value approach has seemingly lost some of its luster among today's investors, history has documented the folly of paying extreme valuations for earnings of companies when sustainability is questionable. For this reason alone, we see that institutions are willing to consider the prudent course of reducing their allocation to overheated segments of the market in favor of value. www.schuylkillcap.com /institutional   (368 words)

Large Institutional Investors, Though Major Shareholders, Have Limited Influence on Corporate Strategy, ... According to surveyed executives, big institutional investors are majority shareholders in 64 percent of their US-based multinational companies--and minority investors in another 22 percent.  The remaining 14 percent are either privately held or foreign owned. Among the companies surveyed, institutional investors hold an average of 61 percent of total shares. Although top executives are amenable to institutional investors holding large stakes in their companies, they voiced some dissatisfaction in their ability to communicate to their ultimate shareholders – the clients of the institutions. www.barometersurveys.com /production/barsurv.nsf/1cf3264823a1149c85256b84006d2696/d9afae9e990bdbbe85256ba60000c4b2?OpenDocument   (632 words)

Practice Areas | Class Action Litigation | Wolf Haldenstein Adler Freeman & Herz LLP In addition to its vast class action practice, the firm also regularly represents institutional clients such as investment funds, limited partnerships and qualified institutional buyers in non-class federal and state actions concerning a variety of matters, including private placements, disputes with investment advisors and disputes with corporate management. The firm recognizes that institutional investors do not want to divert resources unnecessarily or take an active role in every case, and that it is often in a large client’s best interest simply to file a timely claim form to participate in a settlement. Information about the firm’s institutional clients is inputted into a secure database, and the computer system receives additional data from a variety of public and proprietary sources in addition to the work undertaken by the case evaluation teams. www.whafh.com /modules/practice_area/index.php?action=view&id=22   (958 words)

KBS Realty Advisors: Institutional Investors   (Site not responding. Last check: 2007-09-18) The following is a list of institutional investors who have participated in KBS accounts. Disclaimer: By including the names of these investors, KBS does not suggest that any of these investors approved of the services provided by KBS. The names are included only for purposes of your evaluation of the experience and reputation of KBS and their team of professionals. www.kbsrealty.com /institutional/institutionalinvestors.html   (60 words)

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