Portfolio

Qualified accounts, such as 401(k)s and IRAs, retained 42.5% of the $37.6 billion that flowed into the accounts for a net asset inflow of $22.4 billion.

Investment manager Eaton Vance has named Laurie Hylton as chief financial officer and Daniel Cataldo as treasurer. They both replace Robert Whelan, who has left the company.

Nearly 54% of mutual funds taking part in a Bonaire Software Solutions study on distributor rebate payments said that tracking and reconciliation is their biggest challenge.

The actively managed fund will hold commodity, natural resources and REIT securities. It will diversify those with about a 10% allocation to gold, and a fixed-income piece.

Americans feel optimistic about their immediate financial future and accept responsibility for their own financial security, according to a new CFP Board survey.

Data can be volatile on a month-to-month basis, but the signs are still pointing toward growth.

CME Group said it will start offering “one-pot” margining of positions in interest-rate swaps and futures, beginning May 7.

Kip Meadows, founder and acting chairman of Nottingham Investment Administration which services more than $25 billion in assets for mutual funds and asset managers, shares his thoughts on the shrinking fund administration field and hedge funds' gravitation towards the mutual fund business.

San Francisco, Calif-based Forward Management, LLC today unveiled its latest offering, the Forward Managed Futures Strategy Fund, a systematic, trend-following vehicle that will bet long and short exposure on liquid futures contracts in commodities, equities, bonds and currencies.

Unable to shed a downward trend that first began early last year, ownership of municipal bonds by households fell to the lowest level in two years as it continued to decline in the fourth quarter of 2011, according to quarterly data recently released by the Federal Reserve Board.