Showing 1 to 9 of 9 results
\$1.3 Trillion Pension Crisis Looms: Ohio Teachers' Fund Faces \$30 Billion Shortfall
Ohio's State Teachers Retirement System faces a \$20-30 billion shortfall due to decades of mismanagement and poor investment choices, threatening massive tax increases unless urgent reforms are made; this is part of a nationwide \$1.3 trillion pension crisis.
\$1.3 Trillion Pension Crisis Looms: Ohio Teachers' Fund Faces \$30 Billion Shortfall
Ohio's State Teachers Retirement System faces a \$20-30 billion shortfall due to decades of mismanagement and poor investment choices, threatening massive tax increases unless urgent reforms are made; this is part of a nationwide \$1.3 trillion pension crisis.
Progress
56% Bias Score
Family Offices Shift to Long-Term Incentive Plans to Attract and Retain Top Talent
Family offices are increasingly using long-term incentive plans (LTIPs) to attract and retain talent, reflecting a shift from informal compensation to structured systems that align incentives with long-term value creation; 95% of executives in investment-led firms are now eligible for LTIPs.
Family Offices Shift to Long-Term Incentive Plans to Attract and Retain Top Talent
Family offices are increasingly using long-term incentive plans (LTIPs) to attract and retain talent, reflecting a shift from informal compensation to structured systems that align incentives with long-term value creation; 95% of executives in investment-led firms are now eligible for LTIPs.
Progress
28% Bias Score
Canadian Investment Groups Push for Harmonized Securities Regulations
Canadian investment management groups urged provincial regulators on Thursday to harmonize securities regulations to ease interprovincial trade barriers and boost the economy, citing Ontario's differing rules as a major obstacle; previous attempts to create a national regulator failed.
Canadian Investment Groups Push for Harmonized Securities Regulations
Canadian investment management groups urged provincial regulators on Thursday to harmonize securities regulations to ease interprovincial trade barriers and boost the economy, citing Ontario's differing rules as a major obstacle; previous attempts to create a national regulator failed.
Progress
36% Bias Score
Artisan Investors: A Niche Approach in a Rapidly Changing Market
Traditional fund managers in Spain and Europe, such as Fernando Bernad and Álvaro Guzmán de Lázaro of Azvalor, prioritize in-depth company analysis and building relationships with executives over algorithms and big data, contrasting with the current market trends.
Artisan Investors: A Niche Approach in a Rapidly Changing Market
Traditional fund managers in Spain and Europe, such as Fernando Bernad and Álvaro Guzmán de Lázaro of Azvalor, prioritize in-depth company analysis and building relationships with executives over algorithms and big data, contrasting with the current market trends.
Progress
64% Bias Score
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
Progress
40% Bias Score
SMAs and UMAs: Reshaping Financial Advice
Financial advisors are increasingly using separately managed accounts (SMAs) and unified managed accounts (UMAs) to delegate security selection, focusing instead on personalized financial planning and tax optimization, meeting evolving client needs for holistic wealth management.
SMAs and UMAs: Reshaping Financial Advice
Financial advisors are increasingly using separately managed accounts (SMAs) and unified managed accounts (UMAs) to delegate security selection, focusing instead on personalized financial planning and tax optimization, meeting evolving client needs for holistic wealth management.
Progress
48% Bias Score
Horos Asset Management: Seven Years of Value Investing Success
Horos Asset Management, a Spanish investment firm founded seven years ago, has achieved remarkable returns of 115% and 128% in its Iberian and international funds respectively over the past five years, by employing a value investing strategy focused on undervalued European and Asian markets, contras...
Horos Asset Management: Seven Years of Value Investing Success
Horos Asset Management, a Spanish investment firm founded seven years ago, has achieved remarkable returns of 115% and 128% in its Iberian and international funds respectively over the past five years, by employing a value investing strategy focused on undervalued European and Asian markets, contras...
Progress
40% Bias Score
AI Adoption Lags in Investment Management: Challenges and Opportunities
EY's 2024 AI survey reveals that only 5% of investment managers are leading in AI adoption, with 41% lagging or lacking plans. The main challenges are limited understanding of AI applications (64%), regulatory uncertainty (50%), and insufficient employee skills (59%), while benefits include improved...
AI Adoption Lags in Investment Management: Challenges and Opportunities
EY's 2024 AI survey reveals that only 5% of investment managers are leading in AI adoption, with 41% lagging or lacking plans. The main challenges are limited understanding of AI applications (64%), regulatory uncertainty (50%), and insufficient employee skills (59%), while benefits include improved...
Progress
36% Bias Score
T. Rowe Price Fund Achieves Unprecedented 17-Year Outperformance Streak
David Giroux's T. Rowe Price Capital Appreciation Fund outperformed its Morningstar Moderate Allocation peer group for 17 consecutive years (2008-2024), a record among U.S. equity and multi-asset funds under the same manager, demonstrating the potential benefits of active investment management.
T. Rowe Price Fund Achieves Unprecedented 17-Year Outperformance Streak
David Giroux's T. Rowe Price Capital Appreciation Fund outperformed its Morningstar Moderate Allocation peer group for 17 consecutive years (2008-2024), a record among U.S. equity and multi-asset funds under the same manager, demonstrating the potential benefits of active investment management.
Progress
48% Bias Score
Showing 1 to 9 of 9 results