Portfolio

Money Management Executive, a SourceMedia publication for executives in the asset management industry, today announced the winners of the 8th Annual 2010 Fund Operations Awards. The awards were presented during the National Investment Company Service Association’s General Membership Meeting in Boston.

What does an advisor need to do to get a sales assistant and who pays for that person? Experts at our Retirement Roundtable explore these and other questions in the final installment of a six part podcast.

Pax World Management is breaking more new ground by rolling out the industry’s first family of environmental, social and governance ETFs.

The Hartford Financial Services Group has seen a surge in sales of retirement plans to charitable and religious organizations prompting the insurance and wealth management company to add three faith-based investment fund families to help boost growth.

The average 401(k) plan balance at the end of the first quarter was up 40% from the year-earlier period, according to Fidelity highlights from its first quarter 2010 401(k) figures.

The SEC, FINRA and national securities exchanges are proposing individual circuit-breakers for every stock available in the U.S. They would set in if a security price moves 10% or more in a five-minute period.

Peter Adamson, 47, a well-regarded money manager who pioneered the use of hedge funds in the 1980s, family office investments in the 1990s and currently serves as billionaire Eli Broad’s chief investment officer, has landed a job with the family office Oprah Winfrey is setting up to manage her billions. Adamson is reportedly Winfrey's first hire and is seen as a coup for the media mogul, worth an estimated $2.4 billion.

"I've been everywhere and seen everything and done everything...sophisticated, God, I'm sophisticated." -- Daisy Buchanan, The Great Gatsby

For some time now, pension funds and other institutional investors have been looking for new ways to hedge against inflation and generate solid, reliable income. By hiring seasoned industry professional Joyce T. Shapiro, Franklin Templeton Real Estate Advisors (FTREA) believes it has found a way to deliver on both demands.