February 19, 2012 This Financial Times article (written with Bob Pozen) argues for tougher accounting rules for public pension plans. Read the complete article (requires registration) . . .
January 11, 2012 This Washington Post article (written with Bob Pozen) discusses the diversity of exchange-traded funds and how they can be used in investor portfolios. Read the complete article . . .
December 18, 2011 This Financial Times article (written with Bob Pozen) argues for new disclosure standards for funds using more complex investment techniques. Read the complete article (requires registration) . . .
November/December 2011 This Financial Analysts Journal article (written with Bob Pozen) reviews mutual fund industry rankings over the past two decades and suggests critical factors for success in the business. Surprisingly, the critical factors are not fund performance or marketing. Instead, the firms that are […]
October 23, 2011 This Financial Times article (written with Bob Pozen) looks at Canada’s newest savings vehicle and its potential for increasing retirement security. Read the complete article (requires registration) . . .
October 6, 2011 This Washington Post article (written with Bob Pozen) provides tips for investors on keeping retirement savings on track. Read the complete article . . .
September-October 2011 The past year in US mutual funds. This article in Luxembourg periodical PaperJam, part of a supplement published for the ALFI Global Distribution Conference, reviews 6 issues in the U.S. fund industry that dominated the discussion over the prior year.
September 2011 Cross Currents buffeting the U.S. This opinion piece in Luxembourger Wort provides an overview of the U.S. industry in advance of the ALFI Global Distribution Conference.