Portfolio

BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds.

A new portfolio management strategy steers away from bonds and seeks to grow capital in non-traditional areas.

If a potential breakaway broker of a larger firm were to sit down and think of all the negative considerations in starting his own RIA firm, it would be hard to imagine that any sensible person would venture into that type of quagmire. However, with all these potential risks facing a prospective breakaway broker, there exists an opportunity for the established RIA firm.

OppenheimerFunds has signed an agreement to buy SteelPath Capital Management and SteelPath Fund Advisors, an energy infrastructure investments company focused on the Master Limited Partnership sector.

Want exposure to managed futures? Think multi-manager funds, according to a new white paper penned by William Marr and Alexander Rudin, principals of Ramius Trading Strategies.

Interactive Brokers says it now provides a tool that allows financial advisors to create ‘virtual’ mutual funds.

Franklin Templeton Investments has named Andrew Ashton and Dennis Rothe to new roles overseeing consultant/gatekeeper relations and investment research for the company’s International Advisory Services and North America Advisory Services divisions, respectively.

On July 18, 2012, Franklin Templeton Investments has named Andrew Ashton and Dennis Rothe to new roles overseeing consultant/gatekeeper relations and investment research for the company’s International Advisory Services and North America Advisory Services divisions, respectively.

On July 18, 2012, Charles Schwab Corp. is beefing up its exchange-traded fund business with a new hire from Guggenheim Investments, Reuters reports.

On July 18, 2012, Dimensional Fund Advisors wants to bring its academic-based research investment management approach to the Asian markets.