Portfolio

President Obama outlined a series of initiatives the federal government would take to help people boost their retirement savings.

Hedge funds returned 1.85% in August, beating only the Nasdaq’s 1.54% returns. The Dow rose 3.54% in the month, followed by the S&P 500’s 3.36% increase, according to Hennessee Group.

Given the volatility of the past two decades in the stock market, starting with the 1987 market crash and ending with last year’s 40% meltdown, investment managers and financial advisers are beginning to update their portfolio risk management systems with stress tests that account for extreme events, The Wall Street Journal reports.

One of the biggest mysteries to emerge from the recession is why investors have stuck with their 401(k) in the face of a 55% market decline between October 2007 and March 2009.

PIMCO has joined the retirement income race with its Real Income Funds, a suite of mutual funds that ladder investments in TIPS to serve as an anchor for retirees' portfolios by offering them steady monthly income, inflation hedging and liquidity.

Forward Management has bold expansion goals — and it's aiming at bank trust departments to provide part of the growth, according to its president.

JPMorgan Picks Bareau to Oversee Emerging Markets

When Fidelity recently announced that its assets under management grew 9% since the end of 2008 to $1.4 trillion and that its market share, already formidable at 11.7%, has now topped 12.4%, pundits scoffed that it was Fidelity's money market funds that drove this growth.

FINRA Raises Margin Requirements On Leveraged ETFs

Regulators are looking for ways to increase accounting safeguards for investment advisors who have custody of client assets, but an investment advisor's group says some of the proposed changes are too broad and go too far.