Portfolio

Updated Monday, May 20, 2013 as of 9:38 AM ET

Portfolio

Credit Suisse has filed with the SEC to launch the Gold and Income Strategy Fund, which will be available in institutional shares. An expense ratio for the fund was not listed.

The fund will follow a two-pronged strategy, investing in fixed-income and gold-linked derivative instruments. more »

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ETF Flows Continue Strong Pace in 2Q

ETF flows in the second quarter continued at almost the same torrid pace as they did in the first quarter and seem well on their way to adding $200 billion in new investor funds in 2013. more »

Hancock Names New President

Barry Evans has been named president of John Hancock Asset Management North America. more »

IRS Acting Commissioner an Ally for Muni Market?

The municipal bond market may benefit from the shake-up at the Internal Revenue Service as the newly named acting commissioner Daniel Werfel has close ties with state and local governments and is viewed by market groups as a strong ally. more »

Muni Volume Shrinks As Holiday and Spring Reinvestment Nears

Aside from an $800 million New York City general obligation refunding planned for Wednesday, there will be few large deals to grab investors' attention in the municipal market this week as approximately $5 billion in new issuance is expected on the heels of a quiet end to last week's activity. more »

IRI Audience Warned on Advisor Shift

“The face of the advisor will change. There’s going to be a large cohort of retiring advisors and young advisors. They are going to be more diverse, and more will be working part-time. We have to adapt services to the new demand, and develop tools to communicate and interact with advisors.” more »

ETF Gives Chinese Investors Access to U.S. Securities

China’s first cross-border exchange-traded fund, based on the NASDAQ-100 Index, has begun trading on the Shanghai Stock Exchange. more »

New Money Fund Rules Could Reshape Industry, Moody's Says

New rules being considered for U.S. money-market mutual funds will make them safer for investors while forcing some smaller providers out of the business, Moody’s Investors Service analysts said this week in a research report. more »

Goldman Joins Bulge Brackets Offering Retail Alt Funds

To bring alternative investments to a wider investor base, Goldman Sachs Asset Management has launched the Goldman Sachs Multi-Manager Alternatives Funds. more »

Neuberger Berman Readies Emerging Markets Income Fund

Neuberger Berman has filed with the SEC to offer an Emerging Markets Income Fund. more »

Morningstar: Mutual Fund Inflows Moderate

While April inflows for long-term mutual funds stood at a healthy $37.8 billion, they continued to moderate from levels seen earlier this year, according to Morningstar. more »

Muni Money Funds Struggle

Tax-exempt money market funds had a hard time holding onto what little inflows they regained last week as $1.72 billion exited the industry and total net assets settled at $258.36 billion in the week ended May 13, according to The Money Fund Report, a service of iMoneyNet.com. more »

Muni Bond Fund Inflows Improve

Stronger inflows made their way into municipal bond mutual funds, at $306 million for the week of May 15. more »

U.S. Is Best Market for Fund Investors, Says Morningstar

The United States is the best market for fund investors based on criteria such as investor protection, transparency, fees, taxation, and investment distribution, according to Morningstar’s Global Fund Investor Experience report. more »

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