Portfolio

Santa Fe, N.M.-based Thornburg Investment Management, a $87 billion asset manager, has established an office in London, first overseas office opened by U.S.-based TIM.

In 2012, 36% of all participants in Vanguard retirement plans invested their assets in a professionally managed investment option, more than double that did so in 2007.

Athens, Ga.-based Stadion Money Management’s family of actively managed risk-based and target date retirement funds have found a new home on the Mid Atlantic Trust Company’s platform.

Prudential Real Estate Investors has added Michael Gallagher as a director and portfolio manager to its global real estate securities team.

When you launch your own RIA everything matters. Even the color pink.

ETF flows topped $17 billion in May with the large cap category leading the way taking in $5.4 billion in flows, according to State Street Global Advisors’ latest ETF Shapshot.

Beijing, China-Harvest Fund Management is taking a stab at the U.S. market with the launch of New York-based Harvest Krane, which will distribute China and Asia-focused mutual funds to institutional and retail investors in the U.S.

BTS Asset Management announced today the conversion of the BTS Tactical Fixed Income Fund (BTFAX, BTFCX) from a hedge fund to a 1940 Act mutual fund. The Tactical Fixed Income Fund.

Women advisors descended on Dallas for the recent Women Advisors Forum. The day of educational sessions, discussion and networking opportunities featured an array of topics from how to use complex assets for charitable giving to succession planning and what it’s like to start your own business after starting out at a wirehouse.

ETF flows topped $17 billion in May with the large cap category leading the way taking in $5.4 billion in flows, according to State Street Global Advisors’ latest ETF SNAPSHOT: May 2013.