Portfolio

AQR Capital Management has added two mutual funds, AQR Risk Parity II MV Fund (Class I/QRMIX) and AQR Risk Parity II HV Fund (Class I/QRHIX), to be distributed through advisors only.

While disasters like Hurricane Sandy take away so much and leave but a trail of havoc behind it, the resilience of the people across the nation refuse to be trampled. Within moments, resilient individuals would begin to offer aid to their less fortunate fellows. And yet during this time, it can also be quite confusing for planners to advise clients on the best places to donate money.

The firm hit $19.9 billion in AUM in the third quarter of 2012, an 18% jump from $16.8 billion in the third quarter last year. Most of the increase came from new client inflows.

In addition to the launch of its latest SRI fund, Bethesda, Md.-based Calvert Investments has also announced today the hiring of Amy Mathis as its new director of relationship management.

Forward has revamped its suite of asset allocation funds, renaming them the Forward Global Asset Allocation Series.

“Advisors have been told that it’s the name of the firm on the business card that’s important to clients,” he said, “so their clients won’t follow them if they go independent. We have found that it’s the advisor-client relationship that’s important, not necessarily the name of the firm.

The Board of Directors of Kinetics Mutual Funds last month approved an overhaul of the Water Infrastructure Fund(KWINX).

The legal challenges raised by clients who are beginning to lose their cognitive acuity or are suffering from dementia-related diseases, such as Alzheimer’s, can be significant for advisors. Here are some of the top tips for advisors working with clients with dementia.

Look for Calvert Investments in emerging markets investing, with the launch today of its latest socially responsible investment fund.

The 20th anniversary is fast approaching of the launch by State Street Global Advisors in 1993 of the first investment fund that could be traded throughout the day like a stock.