Author Archives: emn100

by Lillian C. Jones          March 18, 2013 The annual Opal Emerging Manager Conference took place in Chicago from May 15 – 17, 2013.A lot was different this year. It was held at the Radisson Blu Acqua Hotel. In previous years … Continue reading →

                                    DEMOCRATS            REPUBLICANS   Workplace retirement accounts   Increased pension portability   Push companies to provide annual disclosures to employees about pension investments   Make pension funding a priority in the event of corporate bankruptcy filings   … Continue reading →

Indexing with an actively managed overlay recommended by banks and investment consultants has proven to be a losing strategy for CALPERS since inception in 2007. John Kemp is a Reuters market analyst who has written a great piece about the … Continue reading →

                It’s happened before and it’s still happening. The talking heads debate whether the Glass Steagall Act (GS) would have made a difference in the 2008 financial collapse. I even saw one prominent writer go through each event of the … Continue reading →

                Everyone talks about the lack of integrity by the big banks but what about large investment consulting firms? In the institutional world of large private and public pension funds, endowments, foundations, Taft Hartley, hospitals, etc., the plan sponsor/trustees hire … Continue reading →

Jamie Dimon, when he testified before Congress a few weeks back, listed the positives and negatives of large banks. He described the downside to large institutions as: Greed Arrogance Hubris Lack of Attention to Detail  The benefits, he stated, were: … Continue reading →

 Congress Needs to Act or the Market Will Crash At The End of 2012 Taxable investors will have every reason to dump stocks by the end of the year unless Congress takes action. The Bush-era tax cuts—enacted in 2001 and … Continue reading →

This article by  Jill Cornfield, http://www.planadviser.com raises some points to consider. June 20, 2012 — Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice according to a new study.  The authors … Continue reading →

Barry Gillman, CFA sent me an email about Long Term Care Insurance (LTC). Since I never gave the subject much thought I imagine you haven’t either. It’s worth a look. Here it is: We’re pleased to announce the publication of … Continue reading →

 by Lillian Jones  And while this may not apply to every public pension fund, many of them are in deep trouble with little hope on the horizon for improvement. The most recent aiCIO (ai-cio.com)  had a piece about how NCPERS … Continue reading →