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Joel Chernoff

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Bernstein amends policy portfolio mantra

In a case of right church but wrong pew, Peter Bernstein says his doctrine wasn’t fully developed when…

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Hedge fund strategies may be time bombs

Some popular hedge fund strategies widely touted as having low volatility and high Sharpe ratios actually might be…

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Value-oriented managers get back in the game

After a four-year run by growth managers, value managers came bouncing back in the third quarter, according to…

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ALMIGHTY DOLLAR REIGNS IN MONEY MANAGEMENT: U.S. FIRMS RUN 44.2% OF WORLD’S INVESTMENTS

Money managers based in the United States strengthened their grip on the global investment industry in 1997, seizing…

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BARCLAYS GLOBAL INVESTORS BOSS TAKES A POWDER: WHAT NEXT FOR THE INDEX KING?

The king is gone. Long live the queen. Fred Grauer’s 16-year reign as the king of indexing came…

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…UNLESS JAPAN MUCKS IT UP: IF TOKYO FAILS, SOME FEAR A 30% U.S. DIVE

Japan might hold the key to the fate of the U.S. stock market. While many market observers predict…

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FRANK RUSSELL DONS BERET IN EUROPE PUSH: JOINS WITH SOCIETE GENERALE TO MARKET ITS FUNDS

Frank Russell Co.’s metamorphosis into a manager of managers — with a sideline in consulting — is nearly…