News Bites | Leadership in the fund industry

News Bites | Leadership in the fund industry
News Bites is an occasional column in NICSA News that collects memorable facts, quotes and insights from our recent reading. This edition of News Bites looks at an article by Bob Pozen and Theresa Hamacher, published by the Financial Analysts Journal in December, at a speech by Don Phillips of Morningstar given at the Business & Wealth Management Forum held in October, and at McKinsey & Company’s most recent annual review of the asset management industry.

Pozen and Hamacher on money market funds in Washington Post

Pozen and Hamacher on money market funds in Washington Post
Bob Pozen, Chairman Emeritus of MFS, and Theresa Hamacher, President of NICSA, discuss money market funds and their role in personal investing in the Washington Post. To read the complete article, “Wading into money-market funds?,” click here.

Pozen and Hamacher in FT | Don’t hobble money market funds

Pozen and Hamacher in FT | Don’t hobble money market funds
Bob Pozen and Theresa Hamacher discuss the benefits of money market funds in today’s Financial Times. They suggest that increased regulation could hobble an important alternative to banks for investors and issuers.

Balanced funds vs. target date funds: the discussion continues

Balanced funds vs. target date funds: the discussion continues
Bob Pozen and Theresa Hamacher argue that balanced funds make more sense than target date funds for retirement investing. Read their column, “Why balanced funds are better,” in the FT today here (registration required).

Bob and Theresa go to Washington

Bob and Theresa go to Washington
Bob Pozen and I will be at the ICI General Membership meeting tomorrow, Thursday May 5th, signing copies of our new book, The Fund Industry: How Your Money is Managed. We’ll be on the Event Stage in the Exhibit Hall from 4:45 pm to 7 pm during the evening reception.

How to get ahead in the fund business

How to get ahead in the fund business
How does a firm move into the upper echelons of the mutual fund industry? Conventional wisdom will tell you that it has to have top-ranked investment performance, combined with an extensive distribution network.

Pozen and Hamacher on UCITS in Financial Times today April 13

Pozen and Hamacher on UCITS in Financial Times today April 13
In an op-ed co-authored by Theresa Hamacher of NICSA, Robert Pozen discusses why European UCITS funds are outgunning their rivals in the United States. Read more here (registration required).

“The Fund Industry” reviewed in NY Times on April 10

“The Fund Industry” reviewed in NY Times on April 10
A review of The Fund Industry: How Your Money is Managed by Robert Pozen and Theresa Hamacher ran online and in the print version of The New York Times yesterday, April 10. The review ran in the Mutual Funds Supplement in the Business Section.

The Fund Industry gives “insight into mutual funds”

The Fund Industry gives “insight into mutual funds”
Read the full review in Pensions & Investments here.

Will Europe become #1 in funds? Pozen and Hamacher say it’s likely.

Will Europe become #1 in funds? Pozen and Hamacher say it’s likely.
Will Europe soon become the world leader in mutual funds, bumping the United States out of its long-held top spot? Bob Pozen and Theresa Hamacher, authors of The Fund Industry: How Your Money is Managed, think that it’s likely, unless the U.S.

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