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| | Institutional Investors - 1998 |
 | | McKinsey Quarterly 1996-4 surveys institutional investors and corporate managers to conclude that good "board governance" is considered to be worth upwards of 10% of value. | | | Trust institutions and the percentage of national assets subject to trust discipline were thus hugely expanded by the government, with some important but surprisingly little noted consequences. | | | While society in the anglophone world is disenchanted with state ownership of industry, it will not tolerate a business sector that is accountable to no one. |
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http://www.thecorporatelibrary.com/docs/ragm/ragm052798judge_lecture.html
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| | SSRN-Institutional Investors and Private Equity by Kasper Nielsen |
| | Consistently, institutional investors are investing in firms where the expected transaction costs of private equity are minimized. | | | Previous studies of institutional investors and their investments in public equity have emphasized that institutional investors demand stocks that are large and liquid. | | | Given the higher transaction costs associated with ownership of private equity, we briefly discuss why institutions would at all invest in private equity if the returns are no higher than the returns to public equity. |
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http://papers.ssrn.com/sol3/papers.cfm?abstract_id=389082
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| | Corporate Governance |
| | Institutional investors hold more than 50% of all listed corporate stock in the United States (about 60% in the largest 1,000 corporations). | | | At the same time, by transforming corporations into more democratic institutions, institutional investors can unleash the wealth-generating capacity of "human capital" which is based in the skills and knowledge of corporate employees. | | | By Ending the Wall Street Walk, and accepting the responsibilities that come with ownership, pension funds and other institutional investors have the potential to act as important mediating structures between the individual and the dominant institutions of our time, the modern corporation. |
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http://www.corpgov.net
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| | Comments of Council of Institutional Investors on S7-14-03 |
| | The Council of Institutional Investors, an organization of more than 130 public, corporate and union pension funds with over $3 trillion in investments, supports the Securities and Exchange Commission's proposal to require expanded proxy statement disclosure of the director nomination process and the means, if any, for shareholders to communicate with directors. | | | Investors should have access to sufficient information for them to make their own assessments of a director's independence. | | | The Council strongly supports the proposed disclosures regarding the director nomination process, particularly the disclosures about the process for identifying and evaluating candidates, the qualifications and standards for director nominees, the source of candidates, and the policies and procedures for shareholder-suggested candidates. |
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http://www.sec.gov/rules/proposed/s71403/cii082003.htm
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| | Institutional Investors |
| | This book aims to provide a comprehensive economic assessment of the growth of institutional investment, their performance, the industry of asset management and the implications of institutionalisation for the financial sector, the wider economy and securities markets. | | | There is simply no other text available that sets the institutional investor sector in the major industrial countries as its core.The book should serve as an essential text for Masters/MBA courses, for interested academics and for market participants. | | | This has entailed an increasing proportion of household saving being managed by professional portfolio managers instead of being directly invested in the securities markets, on the one hand, or held in the form of bank deposits, on the other. |
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http://www.zen13767.zen.co.uk/instbook.htm
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| | Institutional Investors |
| | Many institutional investors evaluate their executions solely in terms of direct costs to them but with their ability to reduce market impact and find hidden liquidity in a stock; direct-access brokers are able to decrease opportunity costs to their clients. | | | These factors allow institutional investor to greatly improve their portfolio’s performance and overall return and make direct-access brokers are important tool for an institutional investor. | | | Also, with the investing public able to obtain news and analysis on the stock market with lightning fast speed, institutional investors are well served by having their orders worked by an experienced direct-access broker. |
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http://www.cjmsecurities.com/institutional_investor.html
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| | Investment Management for Institutional Investors Conference Sponsors |
| | Principal Global Investors manages $122.3 billion in assets primarily for retirement plans and other institutional clients, and draws from the expertise of over 370 investment professionals. | | | Founded in 1986 and with more than $14 billion in assets under management, the firm serves a wide range of individual and institutional investors through open-end and closed-end funds, as well as separate accounts. | | | Their unique structure of providing investments at cost is why they can bring investors some of the lowest expense ratios in the industry, which in turn can enhance your overall return. |
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http://www.ucs-edu.net/Invst_Mgmt/Phoenix05.html
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| | Institutional Investors |
| | Investors must fully understand the financial implications of climate change on investment valuations. | | | Investors need to understand the financial risks and implications of legislation. | | | Climate change is a real and current issue for businesses and for investors. |
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http://www.carbontrust.co.uk/institutional.html
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| | IIGCC - Institutional Investors Group on Climate Change - investment, climate change, investors, IIGCC |
| | So as investors we need to understand the investment implications of this if we are to maintain professional standards of investment management. | | | IIGCC believes that institutional investors and companies will benefit from a greater understanding of these risks and opportunities presented by climate change. | | | Encourage companies and markets in which IIGCC members invest to address any material risks and opportunities to their businesses associated with climate change and a shift to a lower carbon economy. |
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http://www.iigcc.org
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| | Business Economics: Institutional Investors. . - book review |
| | Institutional trading is done in much larger blocks of securities and requires considerable skill and different techniques to minimize the market impact of transactions. | | | This book provides a broad and thorough review of both institutional investors (specialized financial institutions that manage savings collectively) and asset management (the process by which assets collected by institutional investors are invested in the capital markets). | | | The next sections of the book examine the effects of the growth of institutional investors on the capital markets and on banks, followed by a discussion of the impact on the nonfinancial sectors. |
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http://www.findarticles.com/p/articles/mi_m1094/is_1_37/ai_83793976
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| | Institutional Investors |
| | With the aging of the population and its adverse impact on public pension systems, the shift of individual savings to institutional investors is likely to become even more marked in the coming years. | | | Institutional Investors - General Information FPA Small/Mid-Cap Absolute Value Asset Class/Style: U.S. Equity Value Seeks to exploit market inefficiencies among stocks of smaller companies. | | | They provide a thorough and detailed explanation and analysis of the institutional investment process, from asset management to trading, as well as provide commentary on the ever-changing structure of the financial industry. |
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http://www.limotransportation.info/books-plain/0262041928.html
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| | Fiduciary Duty for Institutional Investors |
| | Mark Thomsen is the research and news director and Doug Wheat is the director of business development at SRI World Group, Inc. in Brattleboro, VT (news@socialfunds.com), which provides investors and corporations with independent news, research, and consulting services focused on responsible investment and corporate social responsibility. | | | Encouraging these investors to bring social values into investing decisions, however, is no small task. | | | Besides screening and community investing, another responsible investing strategy is shareholder activism: dialoguing with companies, voting proxies, and filing shareholder resolutions to influence corporate management. |
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http://www.business-ethics.com/fiduciary_duty_for_institutional_investors.htm
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| | SSRN-Classifying Institutional Investors by Kiwi Camara |
| | But institutional investors, motivated by market, political, and social forces, and insulation from these forces, are interested in things other than shareholder wealth. | | | And the practical requirement that institutions with divergent sectional interests form voting majorities does not guarantee voting outcomes that advance a common shareholder-wealth interest rather than a package of sectional interests. | | | Effective shareholder voting (in the non-takeover context) must be justified as advancing a corporate-law end other than shareholder wealth maximization---for example, distributing corporate profits desirably, attaining a governance process valuable in itself, or inducing corporate compliance with external legal constraints. |
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http://papers.ssrn.com/sol3/papers.cfm?abstract_id=573441
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| | Institutional Investors And Fundamentals: What's The Link? |
| | Many investors quickly learn to appreciate the significance of institutional shareholders - the mutual funds, pension funds, banks and other big financial institutions. | | | Working hard to buy stocks that are undervalued and offer good prospects, institutional investors employ analysts, researchers and other specialists to get the best information about companies. | | | These types of investing entities are often referred to as "smart money" and are estimated to account for as much as 70% of all trading activity. |
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http://www.investopedia.com/articles/fundamental/03/101503.asp
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| | Ceres |
| | Ceres has brought together dozens of institutional investors to tackle corporate governance issues such as global climate change. | | | Shareholders at the ExxonMobil May 25 annual meeting gave record high voting support to a shareholder resolution seeking greater analysis and disclosure from the company about the financial impacts posed by global climate change. | | | Institutional Investors Call on Power Sector to Focus Attention on Financial Risks from Climate Change |
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http://www.ceres.org
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| | Interfaith Center on Corporate Responsibility : Home |
| | Faith-based institutional investors have been working for over a decade to increase access to medicines and to protect shareholder value by encouraging reform in the pharmaceutical industry. | | | To that end, members of ICCR are proposing a series of steps to increase accountability and transparency, to be voted on at the 2005 annual shareholders' meetings of U.S.-based pharmaceutical companies. | | | ICCR's membership is an association of 275 faith- based institutional investors, including national denominations, religious communities, pension funds, endowments, hospital corporations, economic development funds and publishing companies. |
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http://www.iccr.org
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| | Institutional Shareowner |
| | Institutional investors can achieve competitive financial returns and deliver increased benefits to members and beneficiaries by incorporating economic, environmental and social factors in investment decisions. | | | Keeping on top of important news in the growing social investment industry can be a time consuming endeavor for investment professionals and institutional investors. | | | Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors is the definitive reference source for professionals and trustees interested in sustainable and responsible investing. |
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http://www.institutionalshareowner.com/reports.html
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| | Corporate Governance Links |
| | ICAEW (Institute of Chartered Accountants in England and Wales) | | | Moody's Investors Servic e is overhauling the corporate governance assessment in its existing ratings. | | | Institutional Shareholder Services (ISS) won't even give them a score because, as a government sponsored entity, Fannie Mae isn't required to abide by US securities laws. |
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http://www.corpgov.net/links/links.html
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| | Institutional Investors Drive Large Cap Prices |
| | Using the "13F" disclosures that institutions with more than $100 million of securities under management must file with the SEC, Gompers and Metrick find that the share of the U.S. equity market held by such institutions grew from 26.8 percent in March 1980 to 51.5 percent in December 1996. | | | Put simply: Large institutional investors have come to own an ever-larger percentage of the country's equities, and large institutional investors prefer to buy large-cap stocks. | | | "Large institutional investors have come to own an ever-larger percentage of the country's equities, and large institutional investors prefer to buy large-cap stocks." |
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http://www.nber.org/digest/feb99/w6723.html
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| | Institutional Real Estate Investors |
| | Principal Global Investors is a member of the Principal Financial... | | | Barclays Global Investors, which runs $370 billion in fixed income globally... | | | Once you have exhausted all the scholarships and grants available to you, it is time to look at loans. |
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http://www.forex-web.info/Forex-Dir5/Institutional-Real-Estate-Investors.htm
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| | institutional investors |
| | Sizable investors who invest funds that have been entrusted to them. | | | One common example is insurance companies who invest allowable premiums and reserves to earn additional income while not being called upon to pay claims. |
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http://www.bainagency.com/insurancewords/iii/i072.htm
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| | ITG Inc - The ITG Story |
| | We have gone on to create an ever-widening array of execution and transaction research tools which help both active and quantitative investors to capture more value from their investment decisions. | | | We believed that technology could empower institutional equity investors to increase investment performance by reducing transaction costs. | | | For financial institutions that want better trading performance, ITG has become a total resource. |
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http://www.itginc.com/about/itgstory.html
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| | Money Market Directories |
| | Included are database counts of plan sponsors by category and asset ranges; plan types sponsored by institutions, number of plan types represented in the database, and total plan assets for each type; and investment managers by category and asset ranges. | | | Select from over 100,000 institutions (plan sponsors, foundations/ endowments, investment advisors, or broker dealers); 250,000 qualified key decision makers for over $25 trillion of investment capital; and 45,000 broker dealer executives, traders, and analysts. | | | Through our comprehensive database, MMD provides contact and managed asset information for tax-exempt plan sponsors and the investment management firms and consultants that focus on these institutional investors. |
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http://www.mmdaccess.com
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| | Corporate Monitoring: Power to the Shareowners! |
| | Individual and institutional investors can coordinate their voting to make corporate management accountable to shareowners. | | | ProxyMatters.com could help individual investors vote their proxies using insights gained from better-informed professionals such as institutional investors. | | | It would enable individual investors to conveniently piggyback their stock voting decisions on those of institutional investors with trusted reputations. |
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http://www.corpmon.com
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| | Institutional Investors And Corporate Governance: Investment and Business Resources |
| | Institutional Investors And Corporate Governance: Investment and Business Resources | | | Institutional Investors And Corporate Governance and Investment and Business Resources | | | Starware search is an excellent resource for quality sites on institutional investors and corporate governance and much more! |
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http://www.amrescoct.com/1096-Institutional-Investors-And-Corporate-Governance.html
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| | The Bank of New York: Securities Servicing |
| | As a leading consultancy in conflict-free independent equity research services, we provide institutional investors with the ability to identify and select targeted solutions for their equity research needs. | | | Issuers of debt and equity securities, as well as financial intermediaries and investors worldwide, share a common need for innovative and efficient securities services. | | | We offer the widest range of services and products of any provider, and do so with an unwavering commitment to offering every client a customized solution that will meet their individual needs. |
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http://www.bnysecurities.com
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| | Institutional Investors |
| | Drawing on 10 years of global expertise, ARM Institutional has a dedicated team of professionals serving the financial services industry - including banks, securities firms, insurance companies and investment companies (mutual funds). | | | Discovery Fund presents a good investment plan for institutional investors. | | | ARM has developed a nationwide reputation for managing traditional assets and is a recognized leader in managing alternative investment products. |
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http://armdiscoveryfund.com/Institutional/clients.asp
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| | SEC Speech: Remarks before the Council of Institutional Investors 2005 Spring Conference Critical SEC Issues for 2005 - ... |
| | I was a Reporter for the American Law Institute's Corporate Governance Project in the 1980s and early 1990s. | | | What Congress recognized in Sarbanes-Oxley is that mutual funds, corporations, other entities, the individuals who comprise them, and the various "gatekeepers" must know that they are likely to be held accountable for wrongdoing if our securities regulatory system is to work. | | | But independent, honest voting - to protect investors and the public interest - is critical. |
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http://www.sec.gov/news/speech/spch041105hjg.htm
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| | Ethical Corporation |
| | Investors and public want corporate accountability more than ever. |
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http://www.ethicalcorp.com
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| | Institutional Investors |
| | The following institutions or top management of these institutions are investors in various TeleSoft funds. |
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http://www.telesoftvc.com/team_network/partners/institutional_investors
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| | Committee of Concerned Shareholders |
| | Their concern is that directors may have competing loyalties between the shareholders they are supposed to serve and the executives who put them on the payroll. | | | Teslik [Executive Director, Council of Institutional Investors] cites how difficult it is for shareholders to elect a director other than those handpicked by management --- even though the directors, in theory, represent the shareholders. | | | Although foundations detail their donations in annual tax filings with the Internal Revenue Service, companies are not required to disclose most non-profit affiliations of their directors, making it problematic for investors to know the full extent of such connections. |
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http://www.concernedshareholders.com
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| | Federated |
| | Non-U.S. products for investment professionals, institutional investors and non-U.S. individual investors. | | | Institutionally focused mutual fund, separate account and cash management for corporations, public entities, retirement plan sponsors, foundations, endowments and institutional consultants. | | | Diversified, global investment management products for investment professionals, institutional investors and non-U.S. individual investors. |
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http://www.federatedinvestors.com
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| | LENS Papers & Speeches |
| | Ultimately, all institutional investors, including 40 Act managers, should consider share ownership rights a valuable asset that can and should be exercised to preserve and enhance value. | | | Ownership-based governance is both the best guarantee of pension plan value over the long term, it is also the best guarantee of corporate competitiveness and productivity and of a strong enconomy. | | | The importance of good corporate governance in a global economy; as corporations become impervious to local standards (through co-option or relocation of legal domicile) accountability to investors becomes even more important. |
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http://www.lens-library.com/info/doc_list.html
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| | Global Institutional Investors - Henderson Global Investors |
| | Henderson Global Investors is dedicated to the provision of investment management services to pension funds, charities, other tax exempt bodies, central banks, government agencies and insurance funds in the UK, North America, Continental Europe, Asia. | | | Issued in the UK by Henderson Global Investors, the investment manager of the UK investment products referred to on this website. | | | Henderson Global Investors provide comprehensive online reporting to institutional clients. |
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http://privatecapital.henderson.com/home/institutional_investors
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| | VIPO.com, presented by Vipo Securities, member NASD/SIPC |
| | Through VIPO.com, we are able to bring investors and entrepreneurs together for their mutual benefit. | | | VIPO.com brings the ability to invest in emerging companies to individual accredited investors as well as institutional investors. | | | Vipo's business is based in principal that the needs of investors and entrepreneurs are met. |
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http://www.vipo.com
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| | CBOE - Institutional Investors |
| | This portion of the CBOE Web site is offered to provide support to institutional investors such as those at pension funds, endowments, foundations, mutual funds, hedge funds, investment management firms, corporate treasury departments, insurance companies, commercial banks and investment banks and it supports the securities and futures broker-dealers that work with such investors. | | | Educational white papers with overviews of strategies and regulatory considerations are available for Mutual Funds, Corporations, Individual Retirement Accounts (IRAs) and Keogh Plans, ERISA Pension Funds, Hedge Funds, and High-net-worth Investors. | | | Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options (ODD). |
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http://www.cboe.com/Institutional/default.aspx
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| | The Townsend Group - Institutional Real Estate Consultants |
| | Serves the broadest base of institutional investors in the industry, including more than 40 public, corporate and Taft-Hartley pension funds, and foundations and endowments of varying sizes and investment strategies. | | | Has been providing these services to institutional investors for the longest continuous period of any real estate consulting firm, through up- and down-cycles since 1983. | | | We provide these services in a variety of formats to meet each client's distinct needs, including traditional consulting, discretionary consulting, and independent fiduciary services. |
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http://www.townsendgroup.com
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| | ICC Corporate Governance |
| | Lebanese businesses are pushing their government to create a new set of laws, regulations and institutions to improve corporate governance in Lebanon. | | | Over 100 business leaders, experts and investors from more than 30 countries converged in Istanbul at an ICC roundtable on corporate governance, to put forward practical recommendations and to determine corporate governance best practices. | | | China's steady progress towards an acceptable level of corporate governance is encouraging global corporations and institutions to increase their representation in the country's major cities, particularly Beijing and Shanghai. |
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http://www.iccwbo.org/cg.htm
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| | Carbon Disclosure Project Homepage |
| | The third CDP information request (CDP3) was sent on behalf of 143 institutional investors with significant assets under management to the Chairman of the FT500 companies on 1st February 2005. | | | CDP represents an efficient process whereby many institutional investors collectively sign a single global request for disclosure of information on Greenhouse Gas Emissions. | | | The Carbon Disclosure Project (CDP) provides a secretariat for the world’s largest institutional investor collaboration on the business implications of climate change. |
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http://www.cdproject.net
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| | ITG Inc - The Future of Trading® |
| | Where applicable, transactions with U.S. investors must be effected with or through ITG Inc. (Member NASD, SIPC.) |
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http://www.itginc.com
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| | Annual Reports |
| | For educated investors, corporate annual reports are the most important research tool available. | | | Boasting the most complete and up-to-date listings of annual reports on the internet, AnnualReports.com provides instant access to annual reports in their actual format in one single location. | | | , the leading provider of online annual reports to individual and institutional investors. |
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http://www.annualreports.com
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| | Institutional Investors |
| | For institutional investors seeking both income and capital appreciation we offer various long term equity offering type offerings representing fractional ownership in specific Class A SWFL Properties. | | | These short-term Notes provide investors a very high current income for periods less than three years. | | | Our fixed income offerings are required to be collateralized with specific real estate and have maturities of not more than three years. |
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http://www.mcintyreproperties.com/html/institutional_investors.html
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| | SIO-resources for institutional investors |
| | Produced with financial assistance from the Atkinson Foundation, the Handbook is a complete guide to investors interested in using their influence to have corporations disclose or improve their social and environmental performance. | | | The Social Investment Organization, with funding from Environment Canada and in partnership with KAIROS and Aberdeen Asset Management, organized a one-day workshop on March 11, 2004 offering perspectives on climate change and investment risk to institutional investors, investment consultants, asset management firms and other interested parties. | | | Mission-based investing (MBI) is the incorporation of an institution’s mission into its investment decision-making process. |
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http://www.socialinvestment.ca/resources.htm
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| | MJRA |
| | Michael Jantzi Research Associates Inc. provides a full range of social investment research and support services to institutional clients and financial professionals who integrate social and environmental criteria into their investment decisions. | | | MJRA has gained a reputation for delivering high quality social and environmental research on Canadian corporations through its Canadian Social Investment Database™ (CSID™), the first database of its kind in Canada. |
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http://www.mjra-jsi.com
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| | Empirenow.com |
| | Whether you’re an individual investor, institutional investor or a registered representative, Empire is the platform to fit your needs. | | | W e offer an extensive array of online life planning tools in addition to our managed account platform www.empireinvestmentadvisors.com where investors can meet money managers and receive investment advice once only reserved for institutional investors. | | | The Company also provides private-label brokerage services and advisory solutions to broker dealers and other financial institutions. |
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http://www.empirenow.com
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| | IR Web Report: Online Investor Relations Best Practices |
| | Best Practices for IR Contacts Pages Good investor relations contacts pages demonstrate companies' accountability to their shareholders and give potential investors confidence that they have a reliable avenue to get answers to questions that might come up. | | | Companies pay us to evaluate and benchmark their websites and to provide regular advice and support through best practice guidelines and customized recommendations. | | | IR Web Report is funded primarily by its paid corporate subscribers. |
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http://www.irwebreport.com
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| | KLD Research & Analytics, Inc. -- Socially Responsible Investing and Research |
| | (KLD LCS Index) is the large cap equity benchmark for social investors. | | | KLD Research & Analytics Inc. supplies social investment research, benchmarks, compliance and consulting services to leading investment institutions worldwide. | | | KLD Research and Analytics, Inc. promotes global socially responsible investing by providing superior corporate social research products and services to institutional investors. |
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http://www.kld.com
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| | Yake & Associates, Inc. |
| | Yake and Associates, Inc. was the first company to make available to the public this comprehensive article showing the connection between inventory manipulation, shrinkage and their relationship to retail business failures. | | | The primary mission of Yake and Associates, Inc. is to protect retail boards, lenders, shareholders, pension fund managers, board of director members, investment bankers and other financial institutions. | | | Yake and Associates, Inc. discloses the common Myths and Facts about retail investing and describes its asset protection plan for preserving shareholder value and surviving retail investments. |
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http://www.yake.com
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| | Institutional Investors |
| | Whether as fee equity partners or third party fee developers, we have a proven track record within all facets of financing and reporting across a wise range of capital markets. | | | CSG has numerous relationships with major institutional investors in industrial real estate, including AEW, ASB Capital Management, Beacon Capital, Cabot Industrial, GE Capital, John Hancock, National Electrical Benefit Pension Fund and Northwestern Mutual Life, among others. |
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http://www.thecsgroup.com/FinancialInstitutions.htm
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