Portfolio

  • In the first six months of 2012 the bank handled 242 issues and $26.1 billion in par value, giving it a 13.6% share of the new issue municipal bond market by par value.

    July 3
  • Bill Gross’ $260.9 billion Pimco Total Return Fund (PTTRX) saw inflows of some $1.36 billion last month, bringing the fund’s assets to $5.9 billion through June 30, Dow Jones reports, citing data from Morningstar Inc.

    July 3
  • In the span of 12 months, the Active Bear Exchange-Traded Fund (HDGE) has become a wirehouse darling.

    July 3
  • A mutual fund prospectus says its manager has more than ten years of experience. The manager has achieved a 10% average annual return, it also says.

    July 3
  • The Dow Jones Industrial lost 8.70 points Monday to close at 12,871.39 while the S&P 500 and Nasdaq added 3.35 points and 16.18 points, respectively.

    July 2
  • On July 2, 2012, Durango, CO-based Swan Capital management making its foray into the mutual fund space with the debut of its maiden fund, dubbed the Swan Defined Risk Fund, according to a Securities and Exchange filing.

    July 2
  • The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

    July 2
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  • On July 2, 2012, Think the deadline for nominating your favorite InNOVAtor has come and gone? Well, think again.

    July 2
  • On July 2, 2012, Denver-based Janus Capital International has opened an office in Paris, its sixth office in Europe, Investment Europe reports.

    July 2
  • Eaton Vance Investment Counsel, a subsidiary of Eaton Vance Corp., has hired William M. Gillen to the position of vice president, Business Development, responsible for enhancing EVIC's presence in the marketplace and overall marketing efforts.

    July 2