Portfolio

The Shanghai Stock Exchange will create exchange-traded funds based on depositary indices maintained by BNY Mellon.

A new book gives the traditional 60/40 investment approach a makeover.

Broker-dealer Investment Professionals Inc. (IPI) and wealth management research and technology provider FundQuest have launched an enhanced managed accounts platform called Private Asset Management.

After developing a new performance-reporting service among smaller firms, Morningstar rolls out its service for broker-dealers.

The idea of a bond bubble keeps bubbling to the surface. The argument is sound. Interest rates are at all time lows. In the bizarro world of bonds this means that prices are at all-time highs. Meanwhile investors spooked by the stock markets are pouring into bonds the way they poured into, well, real estate before 2008 and technology before 2000.

The fund gives investors exposure to China’s A-shares market.

France, Germany and others, meanwhile, are uncomfortable with the powers of the EU’s new securities regulator.

After a short-lived period of inflows last week, tax-exempt money market funds experienced $1.81 billion of outflows and settled at $330.29 billion in total net assets for the week ending Oct. 11, according to the Money Fund Report, a service of iMoneyNet.com.

European Union talks on granting hedge funds a Continental passport to do business and subjecting them to oversight by the new securities regulator has hit an impasse, The Wall Street Journal reports.

The Department of Labor’s Employee Benefits Security Administration will require 401(k) plans starting Jan. 1, 2012 to clearly spell out all fees and expenses each quarter so that investors can more readily compare the costs of their holdings.