Printer Friendly
The Free Library
19,111,409 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

Research and Markets: GEM Equity Managers Report.


DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c21540) has announced the addition of GEM Equity Managers Report to their offering.

This 70-page report isolates which investment managers with GEM equity fund products are doing the best job of managing these funds, providing insight into their competitive advantages.

The first step in this project was to isolate a list of 25 of the top investment managers with GEM equity products tracked by EPFR EPFR Emerging Portfolio Fund Research (Cambridge, MA) . These investment managers were selected based on their management of GEM equity funds that were both top performers and attracted the most investor inflows over the past one-year period.

Based on internal sources of data and fund intelligence, and gathering of additional information externally, this report provides practical insight into the following factors:

--Specific index that the firm's GEM equity product is benchmarked to.

--Company type of the various investment managers: i.e. whether they are a small boutique Boutique

A small investment firm specializing in offering specific, but limited services to a select number of individuals.

Notes:
These investment firms are the alternatives to large financial supermarkets. They provide a highly personalized environment for investing.
, are organized on a regional basis (with PMs, analysts, marketing personnel being centralized cen·tral·ize  
v. cen·tral·ized, cen·tral·iz·ing, cen·tral·iz·es

v.tr.
1. To draw into or toward a center; consolidate.

2.
 in New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
, London, etc. or have some other regional bias), or whether they are truly global in their reach with managers, analysts, marketers spread widely around the world.

--GEM/Total assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing.  (AUM Aum (ä·ōōmˑ),
n.pr 1. in Ayurveda, the subtle, noiseless cosmic vibration in which consciousness existed in the beginning, before the elements appeared.
): what is the proportion of GEM assets under management versus total AUM. This shows whether firms that are more dedicated to GEMs tend to be more successful at generating sales and performance. In addition, the report provides insight into the breakdown of institutional versus retail money where available.

--Sales: What are total net inflows into the firm's GEM equity funds over the past 12 months? What are their primary distribution channels for generating these sales, such as via aggregators, banks, advisors, etc. What other marketing and sales strategies are evident that appear to have worked? Are these firms experiencing success in particular regions or with particular emerging market regional or country focused products. The report identifies, where possible, firms that are launching new products. The report also lists emerging market fund sub-groups (Greater China, India, Russia, Latin America Latin America, the Spanish-speaking, Portuguese-speaking, and French-speaking countries (except Canada) of North America, South America, Central America, and the West Indies. ) if a firms manages funds in those dynamic categories.

--GEM equity team sizes and their location.

--Investment Style: The investment style employed by firms with their GEM equity fund product(s). Does the firm take a top-down or bottom-up approach? What is its emphasis on macro, sector, or individual stocks in its asset allocation Asset Allocation

The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio.
 model? How does the firm arrive at its stock picking decisions? With its GEM products, does the firm have a bias towards growth, value or a blend? The report cuts through some of the jargon jargon, pejorative term applied to speech or writing that is considered meaningless, unintelligible, or ugly. In one sense the term is applied to the special language of a profession, which may be unnecessarily complicated, e.g., "medical jargon.  in the firm's investment profile and objective descriptions to help categorize cat·e·go·rize  
tr.v. cat·e·go·rized, cat·e·go·riz·ing, cat·e·go·riz·es
To put into a category or categories; classify.



cat
 the firm's style.

--Investment Process: What is the firm's asset allocation process and their methodology for implementing their investment style? Do they use preferred company lists or company universe from which stock selection is made?

--Relationship between GEM and other equity funds: Is GEM separate from global or international developed market equity products or integrated in some way into these broader products? Any evidence of shared ideas with other products or asset classes?

--Does the firm manage an EM debt product? Is there evidence that the EM debt and GEM equity products are integrated, separate but equal, separate but unequal?

For more information visit http://www.researchandmarkets.com/reports/c21540
COPYRIGHT 2005 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2005, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Date:Jul 28, 2005
Words:550
Previous Article:HedgeStreet Launches Agricultural Contracts; Introduces Hedgelets(R) for USDA Corn and Soybean Production Forecasts.
Next Article:Research and Markets: What is the Future Status for the U.S. Market for Broadband over Powerline?



Related Articles
Guide to Research in Classical Art and Mythology.
Diamonds: a babe of 628 million tears.
Where the Gems Are.
An Effective Mathematics and Science Curriculum Option for Secondary Gifted Education.
GEM COMM. BUYS TRADE PUBLISHING ASSETS OF CASINO JOURNAL PUBLISHING.
FOUNDATION HEALTH JOINS LIST OF HMOS WITH POOR PROFITS.
New technique discerns emeralds' beginnings.
Research and Markets: Who is Doing the Best Job of Managing GEM Equity Fund Products?
UAE - The ENOC System.

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles