Portfolio

The seven hedge fund benchmark indexes operated by alternative investment manager IndexIQ on average rose more than 3% in January, according to January 2012 performance data released by the firm.

Fidelity Investments has warned regulators that more than half of its money-fund clients would move some or all of their assets out of the investments if the net asset value of the funds were allowed to fluctuate.

With a projected valuation of as much as $100 billion, Facebook’s imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.

With a projected valuation of as much as $100 billion, Facebook’s imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.

Participants in employer-sponsored retirement plans are hungry for investment guidance and willing to use automatic enrollment features to achieve their goals, according to results of a survey of changing attitudes toward retirement readiness by State Street Global Advisors.

Alternative assets. Alternative styles. Absolute return.Those are the three bases of John Hancock Mutual Funds newly launched effort to set itself apart as, in itself, an alternative to larger mutual fund creators, marketers and managers.

Sequentially, however, revenue in the Americas was down 5 percent. In the fourth quarter, the unit reported a pre-tax profit of $125 million. In the third quarter, the profit was $165 million.

John Goodman's lawyer states that the adoption was done to protect Goodman's children, not to shield assets from the family of the slain driver who is suing him. While Goodman, of Palm Beach, has been bashed across the country for his legal maneuver, it actually makes sense from a probate law perspective.

Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.

BATS Global Markets said the Securities and Exchange Commission approved its Competitive Liquidity Provider program, proposed last year.