Portfolio

Over the past decade, the firm's mission has remained the same: to help women build confidence and an open dialogue around financial responsibility and knowledge.

Investors recover their appetites on a steady diet of bonds and fixed income, but can you have too much of a good thing?

More than one in four, 28%, of wealthy Americans with at least $500,000 in investable assets and annual incomes of $150,000 or more have or plan to cut back on charitable giving due to the economic climate.

Citigroup has hired Sanjiv Sawhney as global head of fund services, a new position. He was previously head of fund services operations at JP Morgan and is returning to Citi, where he began his career and served for 15 years.

Financial advisors are looking forward to 2010. In fact, 68% of advisers recently surveyed define their 2010 business mindset as one of acceleration and growth.

Inflows and performance take funds to pre-crisis levels.

Citigroup has hired Sanjiv Sawhney as global head of fund services, a new position. He was previously head of fund services operations at JP Morgan and is returning to Citi, where he began his career and served for 15 years.

Being owned by a bank has handcuffed many mutual fund units. Just don’t tell that to JPMorgan Chase & Co.’s J.P. Morgan Funds.

Natixis Global Associates, in conjunction with Absolute Asia Asset Management, has launched the Absolute Asia Dynamic Equity Fund, a multi-cap fund that will invest in Asian companies, ex-Japan. It is the first fund offered in the United States by the Singapore-based Absolute Asia management team, which has been headquartered in the region for more than a decade.

Delaware Investments has launched the Delaware Diversified Floating Rate Fund, which will invest across the fixed income investments spectrum for those investors looking for exposure to floating-rate securities; at least 80% of its assets will be in floating-rate securities.