Archive for the ‘Data’ Category

U.K. Pension Funds Rose for Third Straight Quarter (1Q 2007)

Monday, April 30th, 2007

U.K. Pension Funds Rose for Third Straight Quarter, Mellon Says
By David Clarke

April 27 (Bloomberg) — U.K. balanced pension funds advanced 2.3 percent in the first quarter, the third straight three-month stretch of gains, according to Mellon Financial Corp.

The best performer was Glasgow Investment Managers’ 46 million-pound ($92 million) fund, which advanced 3.9 percent, Mellon’s London-based fund measurement unit said in an e-mailed statement today. The laggard of the 57 funds was the 229 million-pound St James’s Place Newton GBL Fund, which fell 0.5 percent, Mellon said.

Balanced funds invest in a variety of stocks, bonds and other assets and are used by pension funds seeking to put money into a range of securities. The U.K’s FTSE 100 index advanced 1.4 percent in the first quarter of the year.

To contact the reporter for this story: David Clarke in Edinburgh at dclarke3@bloomberg.net

Last Updated: April 27, 2007 07:24 EDT

http://www.bloomberg.com/apps/news?pid=20601014&sid=aK9AqmpQpsBE&refer=funds

Stupid Data Miner Tricks

Sunday, April 29th, 2007

http://nerdsonwallstreet.typepad.com/my_weblog/2007/04/stupid_data_min.html

April 10, 2007

Stupid Data Miner Tricks

This collective web thing actually works. I got an email from ace quant investment manager John Bogle who’d seen a post from  Paul Kedrosky.  Both were looking for a copy of Stupid Data Miner tricks, a paper in the current Journal of Investing.

The JoI is not fully onboard the “information wants to free” train, so as a good citizen of the interweb series of tubes, I’m depositing an earlier version right here. Download dataminejune_2000.pdf

Here’s the introduction:

Disraeli’s warning that “there are three kinds of lies: lies, damn lies and statistics”  is particularly true when too much computation is applied to too little data. This paper presents some egregious yet instructional examples of data mining, and describes ways to avoid similar mishaps.

It started out as a set of joke slides showing silly spurious correlations over ten years ago. These statistically appealing relationships between the stock market and diary products and third world livestock populations have been cited often, in Business Week, the Wall Street Journal, the book “A Mathematician Looks at the Stock Market”, and many others. Students from Bill Sharpe’s classes at Stanford seem to be familiar with them. This was expanded, to have some actual content about data mining, and reissued as an academic working paper in 2001. Occasional requests for this arrive from distant corners of the world. So I’d like to thank the editors of the Journal of Trading for publishing this.

Without taking a hatchet to the original, the advice here is still valuable, perhaps more so, now that there is so much more data to mine. Monthly data arrives as one data point, once a month. It’s hard to avoid data mining sins if you look twice. Ticks, quotes, and executions arrive in millions per minute, and many of the practices which fail the statistical sniff tests for low frequency data can now be used responsibly. New frontiers in data mining have been opened up by the availability of vast amounts of textual information. Whatever raw material you choose, fooling yourself remains an occupational hazard in quantitative trading.


PS - DIY dataminers will want to check this: http://swivel.com/

Top 200 funds with defined benefit assets in hedge funds (1-07)

Sunday, April 29th, 2007

Posted: January 22, 2007, 6:01 AM EST

Top 200 funds with defined benefit assets in hedge funds
Assets in millions.
Fund Total Direct Investments Funds of Funds
Total $50,502 $23,126 $27,376

http://www.pionline.com/apps/pbcs.dll/article?AID=/20070122/CHART/101011741/-1/PENSIONFUNDDIRECTORY

P&I 1,000: The Largest Retirement Plans

Sunday, April 29th, 2007

P&I 1,000: The Largest Retirement Plans

Issue date: January 22, 2007

Stories from the report

Top 1,000 plan assets up 8.4%

Assets top $1 trillion mark

Solid growth pushes assets above $50 billion

Alternatives

Top 200 funds with defined benefit assets in real estate equity

Top 200 funds with defined benefit assets in REITs

Top 200 funds with defined benefit assets in venture capital

Top 200 funds with defined benefit assets in portable-alpha strategies

Top 200 funds with defined benefit assets in private equity

Top 200 funds with defined benefit assets in high-yield bonds

Top 200 funds with defined benefit assets in mortgages

Top 200 funds with defined benefit assets in TIPS

Top 200 funds with defined benefit assets in buyouts

Top 200 funds with defined benefit assets in distressed debt

Top 200 funds with defined benefit assets in energy

Top 200 funds with defined contribution assets in REITs

Top 200 funds with defined contribution assets in TIPS

Growth in DB assets in real estate equity

Growth in DB assets in REITs

Growth in DB assets in venture capital

Top 200 funds with defined benefit assets in alternative investments

Defined contribution

Top 200 funds with defined contribution enhanced indexed assets

Growth of DC assets

Hedge funds

Top 200 funds with defined benefit assets in hedge funds

Growth in DB assets in hedge funds

Indexing

Top 200 funds with defined contribution indexed assets

Top 200 funds with defined benefit indexed assets

Top 200 funds with defined benefit enhanced indexed assets

Growth in DB passive indexed securities

Growth in DB enhanced indexed securities

International

Top 200 funds with defined benefit assets in active international securities

Top 200 funds with defined benefit assets in emerging markets

Growth in DB assets in international equity

Growth in DB assets in emerging markets equity

Managers/Consultants

Top 200 defined benefit consultants

Top 200 defined contribution consultants

Top 200 defined benefit managers

Top 200 defined contribution managers

The funds

The top 200 pension funds/sponsors

The top pension funds/sponsors ranked 201-1,000

Top funds by category

Top 200 funds with defined benefit assets

Number of top 200 funds using strategy cited

Top 200 funds with defined benefit indexed assets managed internally

Top 200 funds with defined contribution assets managed internally

Change in total assets

Change in assets by category

Where the top 200 assets are

The top 200 assets: DB vs. DC

Aggregate asset mixes: DB plans

Aggregate asset mixes: DC plans

Average asset mixes: DB plans

Average asset mixes: DC plans

Top 200 funds with defined benefit assets in hybrid plans

P&I 1000 statistics at a glance

Profiles

VIEW PROFILES

The P&I 1,000: The Largest Retirement Plans Archive

Jan. 22, 2007

Jan. 23, 2006

Jan. 24, 2005

http://www.pionline.com/apps/pbcs.dll/section?category=PENSIONFUNDDIRECTORY&IssueDate=20070122