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Low volatility most popular among strategy- or factor-based investment approaches
trueFTSE Russell said asset owners are currently most interested in four different strategy- or factor-based investment approaches: low volatility, multifactor combination, value and fundamental.
KBW: Russell 2000 cutoff to rise by about 5.2%
trueKeefe, Bruyette & Woods estimates the cutoff for new member inclusion in the Russell 2000 index to be about $177 million in 2015.
Denver, San Francisco see highest gains in home prices
trueThe S&P/Case-Shiller 10-City Composite Home Price index rose 4.8% for the one-year period through February. The broader 20-city index rose 5%, and the national home price index – which covers all nine U.S. census divisions – had a 4.2% annual gain through February.
LGIMA adds senior portfolio manager for index fund business
trueDavid Barron was named senior portfolio manager at Legal & General Investment Management Americas.
Nasdaq to calculate, market Keefe Bruyette & Woods indexes
trueKeefe Bruyette & Woods’ index family will be calculated and marketed by Nasdaq OMX Group through a partnership announced Wednesday.
HSBC Global Asset Management names head of passive equity
trueJoseph Molloy joined HSBC Global Asset Management as head of passive equity.
More small caps paying dividends
trueThere has been a 10.2% increase in the number of domestic small-cap companies (in the S&P 600 index) paying dividends, since the end of 2013. For the 20-year period ended Dec. 31, 2014, the number of S&P 600 companies paying a dividend is up 22.3%.
In defense of stock buybacks
trueThere's a specter haunting the financial landscape. Or at least you might think so, judging from the mainstream financial press. The threat du jour is share buybacks, if you can believe that.
Knoxville moves into global bonds, goes passive on large-cap growth equity
trueKnoxville (Tenn.) Pension Fund hired Standish Mellon Asset Management to run a $27 million global fixed-income portfolio.
86% of U.S. large-cap managers trailed benchmark in 2014
trueS&P Dow Jones Indices said 86.44% of large-cap domestic equity managers underperformed the benchmark (the S&P 500 index) in 2014. The index had a total return of 13.69% - its third straight year of double-digit gains.
50 years of Berkshire Hathaway returns
trueBerkshire Hathaway’s 21.6% annualized return for the 50 years through 2014 was 11.7 percentage points higher than the S&P 500 index. The stock produced an astounding 1,826,163% overall gain during that period, compared to 11,196% for the S&P 500, according to the firm’s 50th anniversary letter to ...
Haverhill Retirement seeks passive U.S. large-cap core manager
trueHaverhill (Mass.) Retirement System is searching for a passive U.S. large-cap core equity manager to run about $13.6 million.
Top 15 Nasdaq companies when the index peaked in 2000
trueWith the Nasdaq composite eclipsing 5,000 for the first time since March 2000, P&I took a look at the makeup of the index the last time it was over 5,000. According to Nasdaq, on the day the index peaked (March 10, 2000), the combined valuation for composite companies was about $6.6 trillion. At ...
Passive strategies fail to get highest ESG ratings in Mercer evaluation system
trueMercer unveiled Monday a ratings system of passive investment management strategies to identify managers’ active stewardship practices to integrate environmental, social and governance risks.
Federal Thrift plan seeks manager for $140.7 billion C Fund
trueFederal Retirement Thrift Investment Board is searching for a money manager for its C Fund, a stock index fund that tracks the S&P 500 index.