Portfolio

Gabelli SRI Green Fund looks to gain from shortages of commodities and resources and for clients who want an actively managed, environmentally conscious fund, this very small but fast-growing firm's portfolio may be a perfect fit.

Analysts who turned their back on Ultra Petroleum over the past year may be about to change their tune as the independent oil and natural gas company appears to be primed for some breakout growth and could very well be an acquisition target by a larger competitor.

For the first time in two years fixed annuity sales rose, according to the Beacon Research Fixed Annuity Premium Study released on Thursday.

linkedFA, a social networking web site designed specifically for financial professionals, announced a strategic relationship with Thomson Reuters, the New York-based business information service, to provide financial data to advisors using the social network.

Guggenheim Funds Distributors Inc. this week launched two new actively managed exchange-traded funds (ETFS) that gives investors access to fixed income investment products with the flexibility and tax benefits of ETFs.

The pause in the increase in gas prices and a sense that the job market is improving help lift the RBC Consumer Outlook Index 3.8 points to 46.7 in June, up from 42.9 in May. This is the highest level it has ever been at since the financial crisis struck in September 2008.

T. Rowe Price has launched the T. Rowe Price Emerging Markets Local Currency Bond Fund, in anticipation of those investors who would like to diversify away from the U.S. dollar.

J.P. Morgan Retirement Plan Services has launched a new social media forum for its plan sponsor clients called “Voice of the Community.”

Global X Funds has launched the Global X Farming ETF, an exchange-traded fund that focuses on companies involved in agricultural products, livestock operations and the manufacturing of farming equipment.

IndexIQ has launched the IQ Japan Mid Cap ETF, which it says is the first exchange-traded fund focused on Japanese mid-cap equities.