Portfolio

Fidelity Investments, the firm that lost its position as the biggest U.S. funds provider after ignoring exchange-traded products for years, is seeking to open an actively run ETF lineup starting with a corporate bond fund.

In January, the fabled 3.8% surtax on investment income becomes law. This surtax, included in health care legislation to bolster Medicare’s finances, is based on two key numbers. The IRS has just issued proposed regulations on one of those numbers: net investment income.

Investors cut bullish commodity bets for the first time in three weeks as U.S. lawmakers appeared no closer to an agreement to avert more than $600 billion in automatic tax increases and spending cuts and Europe cut its growth outlook.

The holidays have been good for money market funds.

The holidays and year-end are approaching rapidly, leaving investors anxious about where to stash their abundant cash.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.

Investors withdrew money last month from Vanguard Group's emerging markets exchange-traded fund, the industry's largest, after the firm said it would replace the fund's index.

Yet another private equity giant shop is looking to make it even bigger in the mutual fund space. Money Management Executive previously reported on KKR & Co.’s ’40 Act initiative in July.

Fidelity Investments is dipping its toes into hedge fund waters via a multi-manager mutual fund launched in partnership with hedge fund shop Arden Asset Management.

Expect reinforcements to Sentinel Investments' defined contribution team.