Portfolio

Morningstar has added 10 alternative investment categories to its classification system, eight of which cover exchange-traded funds and two the broad universe of funds.

Forward Management has relaunched the Forward International Fixed Income Fund as the Forward EM Corporate Debt Fund. SW Asset Management, an asset management firm that specializes in emerging corporate debt, will sub-advise the fund. David Hinman, chief investment officer of SW Asset Management, will serve as co-portfolio manager of the fund.

Aberdeen Asset Management has launched the Aberdeen Emerging Markets Debt Local Currency Fund in response to growing interest in the asset class, as investors look to diversify their fixed income exposure.

Fidelity’s division for ultra-high-net-worth individuals and family offices, served by independent registered investment advisors, has nearly $2 billion in assets after only six months in service.

Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?

There's a new world order coming in mutual funds. And a new form of wholesaler - colloquially called a "schmeek" - will be helping financial advisers understand its new complexity and sell a constantly evolving kaleidoscope of new products to individual investors.

The Hartford is waging an educational campaign emphasizing tax-saving tips for retirement plan participants.

The next several years will be a challenging period for investment advisors as investors, mindful of projections of low market returns, seek managers who can deliver results while protecting them from excessive risk.

The Securities and Exchange Commission is set to meet next week to address how to prevent runs on money market funds that could disrupt the $2.7 trillion market and the nation's financial system as a whole.