MANAGEMENT BRIEFS

MANAGEMENT BRIEFS

Chicago-based Ibbotson Associates has linked its asset allocation program, Portfolio Strategist, to the Ibbotson Fund Strategist. Portfolio Strategist enables users to identify an optimal portfolio based on client objectives and risk tolerance, while the Fund Strategist CD-ROM provides styles, asset class exposures and performance analysis on more than 2,500 mutual funds. "This link provides a solution to the age-old problem of including mutual funds in asset allocation programs," says Mike

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Systematic tools gain favor in fixed income

Automation is enabling systematic strategies in fixed income that were previously reserved for equities trading. The tech gap between the two may be closing, but differences remain.

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