Hedge-Fund Folly
MPI research collaborator Petter Kolm is quoted discussing the evolution of hedge fund replication and the potential role of the smart beta they can deliver in investor portfolios. Find the full article on Barron’s.
Press
MPI solutions and research are frequently featured in a number of financial and investment media outlets.
MPI Unveils TDF Analysis Tool
Planadviser covers MPI’s launch of TDF Analytics at ASPPA 401k Summit in Las Vegas for target date fund analysis and reporting, noting the industry focus on peer group comparison for performance benchmarking and reporting.
Funds Roundup
MPI’s research on Rajiv Jain is deemed weekend reading by Barron’s.
10 Tuesday AM Reads
The Big Picture and Tadas Viskanta’s Abnormal Returns point readers towards MPI’s look at popular Total Return Bond Funds from prominent managers Jeffrey Gundlach and Tad Rivelle.
Which Funds Are Riding Facebook Higher? Watch Turner, Fidelity
Barron’s utilizes MPI’s returns-based monitor of estimated mutual fund ownership of Facebook to gauge which managers may have benefited from an uptick in share price.
IMCA awards prize in first academic paper competition
Pensions & Investments’ Barry Burr covers Daniel Li, Michael Markov and Prof. Russ Wermers’ collaborative paper “Monitoring Daily Hedge Fund Performance When Only Monthly Data is Available” being awarded IMCA’s inaugural Academic Paper Competition Winner. See the press release here and the full article on Pensions & Investments.
As ‘Fiscal Cliff’ Nears, Matthew 25 Fund Seen Getting Defensive, But Not Yacktman
Barron’s “Focus on Funds” column highlights MPI’s systematic surveillance of mutual funds in the lead up to the Fiscal Cliff.
Legg Mason Extends MPI Tools to DCIO Platform
Planadviser covers Legg Mason’s novel customization of MPI Stylus Web for its MPI Plan Analyzer report, an initiative to support plan advisors servicing and looking to win retirement business.
Legg Mason and MPI
InvestmentNews’ technology reporter Davis Janowski writes about the novel way Legg Mason has customized MPI Stylus Web to help plan advisors better serve plan sponsors, including usage of Common Style and comparative reporting capabilities. See more about the case study on Investment News.
New Tech Improves Consultants’ Manager Eval Capabilities
In an article by FundFire, institutional consultant correspondent Billy Nauman reports on Wurts & Associates’ implementation of MPI Stylus Pro to enhance qualitative capabilities, quoting Brian Rowe, Director of Manager Research at Wurts.