Portfolio

Richard F. Aster, Jr., president of Aster Investment Management Company, Inc. and portfolio manager of Meridian Fund, Inc., passed away on Thursday, February 16, 2012.

FMR LLC, the parent of Boston-based Fidelity, is looking to raise $250 million through a debt offering, according to a Securities and Exchange Commission filing. But how the company plans to use the capital is anybody’s guess at this point.

U.S. Bancorp Fund Services has launched its first multiple series trust focused on exchange-traded funds in a partnership with Exchange Traded Concepts, an advisor that helps money managers launch their own private label ETF-products.

U.S. Bancorp Fund Services has launched its first multiple series trust focused on exchange-traded funds in a partnership with Exchange Traded Concepts, an advisor that helps money managers launch their own private label ETF-products.

Legacy expert attorneys Andy and Danielle Mayoras say it won’t be long before the recently deceased pop star’s estate planning efforts – or lack thereof – will come to light.

Thomson Reuters has introduced a model that can determine which stocks are likely to be bought and sold from a fund manager’s portfolio.

Prompted by a delay in a big trade at a popular ETF, the SEC is taking a closer look at a possible connection between high-frequency traders and hedge funds jumping in and out of ETFs, and instances where ETF trades fail to settle on time.

A new study by is looking to answer the age-old question: Do active investment managers (e.g., mutual funds and hedge funds) add value above and beyond simply investing in an index?

U.S. securities regulators have widened their inquiry into the trillion-dollar market for exchange-traded funds, according to a person familiar with the matter.

A new study by is looking to answer the age-old question: Do active investment managers (e.g., mutual funds and hedge funds) add value above and beyond simply investing in an index?