Barra’s midlife crisis

MONEY MANAGEMENT

Two decades ago Barr Rosenberg founded the innovative quant shop

By Alyssa A. Lappen
Institutional Investor | April 1998


Vol. 32, No. 4, p. 49-54
3,759 words


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Ivory Tower Investing

MONEY MANAGEMENT

What happens when some of the stars of academic finance take up money management? Here are six case studies.

by Alyssa A. Lappen
Institutional Investor | March 1998


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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

Reinventing Franklin

MONEY MANAGEMENT

The sons and grandchildren of Rupert Johnson have turned the quiet muni bond company into a diversified, global contender — without abandoning Franklin’s commonsense culture.

By Alyssa A. Lappen
Institutional Investor | November 1997


WARNING: This file is for readers’ personal use only, and may not be copied or cross-posted on any website.


All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

Reinventing Franklin

COVER STORY

The sons and grandchildren of Rupert Johnson have turned the quiet muni bond fund company into a diversified, global contender – without abandoning Franklin’s commonsense culture.

By Alyssa A. Lappen
Institutional Investor | November 1997

Vol 31, No. 11, pp. 56-65
5,023 words

reinventingfranklin

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

The Puzzle Called Mellon

MONEY MANAGEMENT

Mellon’s nine asset management boutiques are autonomous, focused, and for the most part, solid performers. What aren’t they growing?

by Alyssa A. Lappen
Institutional Investor | September 1997


WARNING: This file is for the reader’s personal use only. It may not be copied or cross-posted on any other website.


All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

The Puzzle called Mellon

MONEY MANAGEMENT

Mellon Bank Corp.’s nine money management branches

by Alyssa A. Lappen
Institutional Investor | Sept. 1, 1997

Vol. 31, No. 9, pp. 55-61
4,871 words

thepuzzlecalledmellon

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.