Portfolio

While mutual fund companies in general are not embracing mobile technologies to the degree that banks, credit cards and self-directed brokerages are, Vanguard and TIAA-CREF stand out in terms of its offering research and trades via mobile devices, according to Corporate Insight.

In the last proxy season, the 35 most prominent shareholder activists, who together manage more than $500 billion in assets, filed resolutions with nine oil and gas companies pressing them to disclose their plans for managing the risks of gas hydraulic fracturing -- or “fracking”-- which is increasingly common.

Nuveen Investments has launched the Nuveen Inflation Protected Municipal Bond Fund, which aims to protect investors against inflation and rising taxes.

While the zero or near-zero interest-rate policies of central banks around the developed world are continuing, trading of active cash treasuries and their corresponding futures products remains active and interest rate futures markets both in the U.S. and Europe continue to grow and to add new products and new competition.

Nearly one-third, 29%, of the three million 401(k) participants that Vanguard serves had their portfolios in a target-date or balanced fund, or a managed account advisory service, according to Vanguard’s 10th annual “How America Saves.”

In the wake of the financial crisis that brought some of Wall Street's biggest firms to their knees and sparked a wave of sweeping regulatory changes, a new report from The Conference Board shows that companies are no longer hesitant to dismiss CEOs for cause.

It’s often noted that a company’s stock gets a bump in value when the company is voted into the Standard & Poor's 500 index, because index fund managers have to buy it. And if a company gets booted out, the same managers must sell.

ING’s U.S. retirement division is attempting to pursue the small- and mid-sized defined contribution business through the banking channel and with a convenience payroll strategy.

Sure, the economy is looking weaker these days, but fears about a double-dip recession are “overblown,” according to researchers at the money management firm Lord Abbett.

ING’s U.S. retirement division is attempting to pursue the small- and mid-sized defined contribution business through the banking channel and with a convenience payroll strategy.