Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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Hedge funds are waking up to redemptions
INVESTING EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

A more reachable retirement savings target: 60% of pre-retirement income
INVESTING EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

$25B institutional money manager takes a leap into retail
INVESTING EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

INVESTING EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

Sallie Krawcheck dishes on being downsized
INVESTING EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

INVESTING EQUITIES NOV 24, 2015
Pimco loses another crown, this one for emerging markets bonds

<i>Breakfast with Benjamin:</i> The money manager has lost the emerging-markets bond crown when ill-timed bets drove investors out the door to the tune of 62%.

INVESTING EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

INVESTING ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

INVESTING EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed
INVESTING EQUITIES NOV 19, 2015
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.