Hung Tran

Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.

Does manager experience matter in a mutual fund? Maybe not, according to new research by Bryant University Professor of Finance Jack W. Trifts.

J.P. Morgan Asset Management has added Robert Stark to lead its Strategy and Business Development unit. He will be based in New York and will be responsible for growing the firm’s Asset Management unit globally. He reports to David Brigstocke, chief financial officer.

S&P Capital IQ this week unveiled its Global Markets Intelligence group, a new advisory business that provides risk-based non-discretionary equity, fixed income portfolio strategies, asset allocation, and fund review services to asset managers.

USAA Investments is adding six target-risk mutual funds to its portfolio.

Mutual funds that invest in alternative types of securities, ranging from commodities to private equity investments, have been hot. But the heat appears to be cooling off.

Charles Schwab has launched a new video series to help investors curtail impulse spending.

Equity funds? Not so much. Total estimated inflows to long-term mutual funds were $3.90 billion for the week ended Wednesday, May 16, according to data from the Investment Company Institute.

Total exchange-traded fund assets fell in April by $6.23 billion to $1.187 trillion, according to data from the Investment Company Institute.

A new breed of advisors and asset managers, dubbed ETF Investment Strategist, has emerged, according to research from iShares.

Vanguard is closing its High-Yield Corporate Fund to most new accounts, effectively immediately.

UBS Investment Bank has rolled out a pair of ETRACS Exchange Traded Notes linked to the Dow Jones U.S. Select Dividend Index and the S&P High Yield Dividend Aristocrats Index.

Vanguard is continuing its trend of cutting the legs out from under its competition by eliminating or reducing fees on 34 Vanguard funds.

AdvisorShares has partnered with explorer, social entrepreneur and environmental advocate Philippe Cousteau, Jr. to launch AdvisorShares Global Echo ETF (NYSE: GIVE), an active, multi-manager socially responsible fund.

New findings from Tiburon Strategic Advisors reveal some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

In the first quarter, the money management institute found that advisory solution assets grew to $2.5 trillion, up 9%, or $212 billion, nearly double the increase from the fourth quarter.

Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses - and not just from the Securities and Exchange Commission.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.