These fund families collectively control $1 trillion, 70 percent of the US mutual fund market. The bottom line is this: mutual fund companies have the clout to hold the companies in their portfolios accountable for climate change impact, and furthermore they have a duty to do so.
Alisa Gravitz
Related Easing the regulation will offer mutual funds the opportunity to explore companies overseas, also gi... PARAS ADENWALA I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehi... CHRISTINE BENZ Mutual fund managers are trapped in this rather deadly vicious circle: the more successful they are,... RON CHERNOW It's unfortunate, to say the least, that one of the best-run mutual fund companies in the country is... BARBARA ROPER Mutual funds investors and their their funds are completely at odds today on the topic of global war... PAM SOLO Unbeknownst to most American investors, significant portions of their public pension, mutual fund, l... FRANK GAFFNEY The mutual fund industry understands the benefits of winning an award in terms of creating a news-wo... WILLIAM RICE We manage the same fund for mutual fund holders and annuity holders, and we happen to own the shares... DAVID KEULER It's a point I'd make regarding any mutual fund, but it's particularly important in a mutual fund ty... CHRISTINE BENZ [Charles Schwab saw similar action at its fund supermarket.] Mutual fund investors remained engaged ... BILL THOMAS mutual fund tax trap. ED SLOTT The big advantage that we have as a venture capital firm over a hedge fund or a mutual fund is we ha... MARC ANDREESSEN Black Rock I believe hasnt been releasing the money of its holders the mutual fund that is of which ... APURVA GAGLANI As a portfolio manager, when do you start advising to your clients that they have some cryptocurrenc... MELANIE SWAN Hedge fund managers charge so much more than mutual fund managers; alpha is even harder to come by. ... BARRY RITHOLTZ Mutual funds, which are responsible for the retirement investments of millions of investors, should ... ALISA GRAVITZ What's happened over the past several years is that mutual fund managers have gotten a new mandate. ... BILL RHODES Our analysts have long considered these less-tangible factors in an effort to help investors determi... KUNAL KAPOOR All of us are astounded by the momentum of the mutual-fund industry. It's an awesome thing to behold... DAVID HALE There may be less of a chance of losing all the money you put into a mutual fund than there is of lo... ROBERT KIYOSAKI Mutual fund managers want your money in their funds. They get paid based on assets under management. BARRY RITHOLTZ It's the company itself, but most of these mutual fund companies, the guy who runs the company i... JIM CRAMER I'm almost expecting the National Enquirer to come out with a mutual fund issue. JASON KELLY The mutual fund industry provided the money for Intel and Motorola and Hewlett-Packard to crush the ... JIM CRAMER I don't think that a mutual fund that invests exclusively in biotech start-ups or invests exclus... RON CHERNOW There's accountability in the mutual fund industry. And they've been tremendous engines of w... JIM CRAMER There's a certain class of mutual fund investors who are quite sensitive to negative news. And you c... ROSEANNE [They] say that they're going to give their child a mutual fund contribution or some kind of gift th... BRITT BEEMER There are a lot worse things you can do with all your bucks than giving them to even a mediocre mutu... GARY WEISS The Anti-Reciprocal Rule is designed to ensure that firms recommend mutual funds on their merits and... JAMES SHORRIS You want a mutual fund investment to be a long-term investment and gain the advantage of compounding... CLAIRE SAUNDERS That's because the market's been dominated by entrepreneurial investors, rather than typical mutual ... MICHAEL METZ Why do investors seem to care about 'billion dollar exits?' Historically, top venture funds ... AILEEN LEE Fund companies are having trouble justifying building up Web sites. It's amazing how few fund compan... JAMES PUNISHILLER Investors who had been less aware of mutual fund taxes had a rude awakening in 2000, when many funds... DUNCAN RICHARDSON The great thing about mutual funds is that most of the time the money isn't invested in any one fund... LARRY THURMOND Schwab is likely banking on a market recovery and boosts to hedge funds in the mutual fund shakeout,... TODD CAMPBELL If a fund has $100 million in assets, it means it's a real player, ... The Neatest Little Guide to M... JASON KELLY When deciding whether to fund and build a company, we start from basic principles and because many o... RYAN BETHENCOURT We have already significant sums of money in our petroleum fund, a fund created by law that includes... JOSE RAMOS-HORTA The great majority of mutual-fund investors, whether within retirement plans or outside them, really... AVI NACHMANY This is the major fund-raiser for our operating fund, and that supports the shelter and services, ..... RITA JOHNSON For investors who do want to speculate in high-yield bonds, one alternative may be a junk bond mutua... ALEX BERENSON In the short term, there is uncertainty regarding share placements. Since August 31, fund-raising ac... LOUIS WONG The average mutual fund holding period for equity or fixed income is only about three years. It'... KENNETH FISHER You need to start, you need to be consistent with it, and you need to let the compound interest work... LARRY THURMOND I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ... KELLY JONES We believe that there are attractive investment opportunities in Europe -- for mutual fund investors... AMY DOMINI This money doesn't go into the music fund and the drama fund. It goes into the general fund where 89... FRED BIRCHARD With this agreement, virtually the entire mutual fund industry has now sworn off improper trading pr... ELIOT SPITZER The goal is to hold these companies accountable for the profiteering they did in the wake of Hurrica... DAN LEISTIKOW It's a sad fact, but mutual-fund investors really get a raw deal when it comes to taxes. SONYA MORRIS The mutual fund industry and small investors are very relentless and very unforgiving if people don&... RON CHERNOW There's no question investors are swayed by personalities. It's propelled mutual fund managers into ... BURTON GREENWALD Fund managers rushed to boost their portfolios that will be presented to clients at the end of the q... JAMES LAGO Whether due to a lack of resources or other pressing priorities, mutual fund abuses simply did not r... RICHARD SHELBY We're looking at different ways to build a fund that will provide financial incentives to production... DON JENSEN Investors tend to discover 'hot' mutual fund managers just after a successful run and just b... BARRY RITHOLTZ It's not in the budget, so we'd probably have to fund it through the CCD (Community Capital Developm... JOHN SCHULTZ The average mutual fund has lost about 2.5 percent a year to taxes on dividends and capital gains. M... JOEL DICKSON You are, in effect, selling the first fund and buying the second fund. And when you sell that fund, ... MICHAEL SMITH Fund companies are increasingly looking at this as a retention tool. Perhaps its one way to keep you... CHRISTINE BENZ Ex-Fidelity mutual fund manager Peter Lynch was certainly brilliant in one respect: he knew to get o... BILL GROSS This fund does a pretty good job of being selective along the way and not just taking the largest co... JEFF TJORNEHOJ When you have a manager change, you always want to keep a close eye on the fund going forward to mak... EMILY HALL Somehow people look at the performance of the average mutual fund manager and say, 'It's underperfor... JASON ZWEIG I think Wall Street is very important, especially to tech companies. Wall Street will get in their r... DAYMOND JOHN The SEC is clearly staking out some valuable turf in terms of requiring that fund companies give tru... RUSS KINNEL We would be willing to talk to other fund companies that would want to use the innovation. GUS SAUTER Single country emerging market funds are very volatile. Do you need a Korea fund? The answer is no. ... BILL ROCCO The fact is we have massively underestimated the impact of investment fund flows into the sector. MACQUARIE RESEARCH Despite uncertainties on interest rates and oil prices during 2005, about 70 companies would be list... EDMOND CHAN The fund has been a wonderful benefit to our families during their stressful times, RONALD MCDONALD Schools used to fund-raise for luxuries, like a trip to the water slides. Now, we fund-raise for thi... KIRK GIBSON It is going to be a Fed week. The market is 100 percent in sync with a quarter of a percentage point... ENRIQUE ALVAREZ Some of them (Y2K Fund companies) will do well, some won't?but none will be big losers. LOU MARCOCCIO When you have all this volatility in the market, people are naturally interested in what's going on.... BRIAN MCQUADE Since the appropriations are expenditures of water and sewer surplus funds, they have the effect of ... CRAIG ROSS People who focus excessively on past performance most likely will be unhappy with their fund, becaus... SRIKANT DASH Today is the last day of the first half so I think window dressing by fund managers wanting to make ... GEORGE CHAN It's a flight to quality. Investors as well as advisers are seeking out large, blue-chip fund compan... BURTON GREENWALD I decided that there was only one place to make money in the mutual fund business, as there is only ... PAUL SAMUELSON That is the fabulous thing about having the restaurant and food vendors donating -- then the bottom ... KAREN KISTY The market is looking better. The mentality is good. They're buying on the dips. Maybe we've finally... BRIAN FINNERTY This is part of the mutual assistance program. Companies provide assistance in times of emergencies. SCOTT MCCLOUD Most of this is new buying for the exchange-traded fund. That is playing a role in strengthening the... DANIEL VAUGHT I do not own a single security anywhere that doesn't pay a dividend, and I formed a mutual-fund ... KEVIN O'LEARY We wish Gary and Maureen all the best in their retirement endeavors and thank them for their many co... DENNIS FERRO Mike brings us a deep reservoir of knowledge in politics, regulatory and financial affairs. Furtherm... EDWARD GILTENAN We're very hopeful that they can see their way clear to give us some leniency and latitude. Fund-rai... ELLIS WILLIFORD The program is growing. We're gonna have to do a lot of fund-raising. JIM JOHNSON That's how the average person is getting involved (in oil futures). You don't see the dentist from D... ERIC BOLLING Set up an automatic monthly withdrawal from your account that goes into a mutual fund. It's hard to ... BOB WACKER If you don't like the idea that most of the money spent on lottery tickets supports government p... ROBERT KIYOSAKI My priorities are to make sure we get the prescription drug bill, that we fund the research in NIH a... RALPH REGULA Putting our heads together collectively we could decide on the recipients of such a fund. BRUCE CARLSON In the future, ... buying a single country fund will be akin to buying an Iowa fund or a Massachuset... MICHAEL PORTER Purchases by the public pension fund will become a stabilizer for the market. The fund will be a ste... HIDENORI SUEZAWA Customers really liked the idea of getting in on the ground floor of a new fund, especially funds th... JEFF LYONS The bottom line is clear: Climate change is a reality, and it is having a real impact. ERIC SCHNEIDERMAN
More Alisa Gravitz
He not only cares about how things are made and if they are recycled and making sure they are non-to... ALISA GRAVITZ It's clear that the combination of competitive performance, screening, and advocacy on behalf of the... ALISA GRAVITZ Mutual funds, which are responsible for the retirement investments of millions of investors, should ... ALISA GRAVITZ More institutions are screening out the very worst social but also using shareholder advocacy to imp... ALISA GRAVITZ Social concerns are increasingly becoming investing concerns, and all of Wall Street is starting to ... ALISA GRAVITZ The whole idea of socially responsible investing is skyrocketing. When you're putting a lot of money... ALISA GRAVITZ It's important to be smart, but it's also important to be active with your intelligence. The more yo... ALISA VALDES We spent four days looking for a non-expired synthetic graft worldwide and then all of sudden there ... ALISA CAMPLIN I never stopped believing and here I am. ALISA CAMPLIN We've laid the foundations and interest will build. ALISA CAMPLIN I got some magical help. That knee has got someone else in it. ALISA CAMPLIN We're not going to stop existing because it makes someone uncomfortable. ALISA SURKIS Our family is not about our sexuality. ALISA SURKIS It was good to see her, she knows us pretty well. We did things to change up a little and we still m... ALISA KRESGE They're a good team, and a nice start was nice. We knew we had to try to hold it, and it didn't happ... ALISA KRESGE There are employers out there hiring right now and we know there are folks out there looking for job... ALISA KIGAR The purpose of the Chamber's Retail Merchants Committee is to organize promotional programs and even... ALISA KIGAR You have a potential of close to 2,000 new customers. ALISA KIGAR We've done some extra measures at the school to eliminate this possibility. ALISA TEFFETELLER Our policy is that any type of clothing which has graphics, words or pictures that are distracting t... ALISA TEFFETELLER If we get something filed against us, we will have to deal with it. ALISA TEFFETELLER We just wanted to come out to be visible and present and to let people see we are families too. ALISA SURKIS We didn't hit some of the shots that we are used to hitting. It happens. We gave it our all, and tha... ALISA KRESGE I'm proud, but it's a team award. We work together. I'm just one player on a team. Of course it's an... ALISA KRESGE I was in way too deep. I was cut in so many places that I felt like I was bleeding out from every pa... ALISA MULLEN The secret is to go frequently and check out the inventory. ALISA LANE'S What distinguishes a true competitor from a mere participant is that the competitor derives enjoymen... ALISA MELEKHINA Rather than reacting to every obstacle or dashed expectation, incorporate the event into your overal... ALISA MELEKHINA I tried to orient the house to take advantage of the light and the view. ALISA LANE'S I don't watch reality TV, my reality is tough enough. ALISA STEINBERG If I die tomorrow, you aren't allowed to say my life was cut short at age 25. I did more in those ye... ALISA MULLEN The gift of being able to speak with a holy God because of the righteousness we gain through Jesus o... ALISA HOPE WAGNER Every time I try to be righteous by my own actions, God reminds me my righteousness comes from Jesus... ALISA HOPE WAGNER If we truly believe that we are the righteousness of God through Jesus Christ, our actions would beg... ALISA HOPE WAGNER God plants our spiritual giftings deep, so it will take years to claim them, but that gives Him time... ALISA HOPE WAGNER Every day is a blank canvas to use our free will to create something beautiful for our Creator. ALISA HOPE WAGNER I don't want my words to be clever or eloquent. I just want them to speak God's heart. ALISA HOPE WAGNER