Portfolio

On August 10, 2012, Janus Capital Group has entered into a strategic alliance with the The Dai-ichi Life Insurance Company, in which Japan’s third largest life insurer will acquire up to 20% of Janus’s outstanding shares and invest at least $2 billion in Janus investment products

In August 10, 2012, The global exchange-traded product market attracted total inflows of $22.6 billion of inflows in July, according to the ETP Landscape report released by BlackRock.

Carlyle Group LP agreed to buy TCW Group Inc. from Societe Generale SA in a deal that will give TCW's management and employees a 40% stake.

The Municipal Securities Rulemaking Board released a proposal Thursday aimed at increasing protection for retail investors who trade municipal bonds online.

Moody's Investors Service downgraded 290 municipal issuers from April 1 through June 30, the most for any quarter since 2000, led by cities and school districts still recovering from the longest recession since the 1930s.

The Dow Jones Industrial Average trimmed off 10.45 points Thursday to finish at 13,165.19 while the Nasdaq and S&P 500 added 7.39 points and 0.58 points, respectively.

A new white paper from Forward Management LLC, San Francisco, concludes that diversifying portfolios with managed futures may enable investors to earn better risk-adjusted returns.

In an uncertain market, many wealthy clients are fearful of giving away liquid assets to reduce the size of their estates. An alternative is to give a home to the next generation using a lease-back strategy.

Stocks from three industry sectors stood out from the pack last month. Did you have your clients locked into any of these summer standouts?

Carlyle Agrees to Buy TCW (Trust Company of the West) from Societe Generale