Portfolio

On May 16, 2012, institutional investors say they're increasingly turning to exchange-traded funds for their investment needs, according to a new Greenwich Associates study.

On May 16, 2012, State Street Global Advisors appointed Michael Spellman as regional sales director, global cash, reporting to Barry F.X. Smith, senior managing director and global head of SSgA’s cash business.

On May 16, 2012, a social media research report from kasina places iShares, Vanguard, Putnam, Russell Investments, and OppenheimerFunds as the Top 5 social media leaders in asset management.

On May 16, 2012, a new ICI stoidy said requiring money market fund advisers to hold capital to support their money market funds would fundamentally change the nature of these funds.

Advisors know the days of buy-and-hold investors with 60/40 portfolio allocations are over. But if a 60/40 allocation is no longer relevant, what is the right mix?

For the week ended May 9, investors pulled an estimated $2.41 billion from U.S. stock mutual funds. Since the beginning of the year, the funds have lost more than $34 billion in outflows.

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On May 16, 2012, Boston-based alternative mutual fund provider Direxion has made changes to the investment strategy of Direxion S&P 1500 RC Volatility Response Shares (VSPR), Direxion S&P 500 RC Volatility Response Shares (VSPY) and Direxion S&P Latin America 40 RC Volatility Response Shares (VLAT), effective June 14.

Institutional investors that began using exchange-traded funds for manager transitions, rebalancing and other tactical applications are increasingly using these products for more strategic purposes.

On May 16, 2012, Atlanta-based Angel Oak Capital Advisors, LLC, a fixed income asset management shop, today revealed that its Angel Oak Multi-Strategy Income Fund is now on the Deutsche Bank Private Wealth Management platform.