Portfolio

Jim O'Neill, chairman of Goldman Sachs Asset Management, will retire later this year. 

Vanguard today said that it is readying the Vanguard Total International Bond Index Fund and its exchange-traded fund shares to launch by the end of the second quarter.

Putnam Investments is launching a marketing campaign aimed at advisor and investors, dubbed, “New Ways of Thinking,” which will officially begin on Monday, February 11, through a series of print, direct marketing, and online advertising.

The Carlyle Group today officially closed the book on its acquisition of The TCW Group, which retained some 40% of the firm on a fully diluted basis.

For the fourth week in row, equity funds gained assets. Of the $8.18 billion, $3.52 billion went into funds that invest in U.S. stocks.

Many investors are carrying the scars of the past five years into 2013. Some may lose money sitting in cash or fixed income while failing to recognize some long-term opportunities. Others may be too keen on trying to time the market to avoid potential downside. To clear up some misconceptions, Wells Fargo explains some of the less focused-on market trends that investors and advisors should keep in mind and also offers some timely reminders that are relevant no matter what direction the market turns.

Data from Research Affiliates shows low volatility portfolios have produced higher returns than traditional large-cap portfolios over the past 5, 10, and 20 years.

JPMorgan Chase & Co. paid investment bankers and traders about 3% less in 2012 as shaky economies in the U.S. and Europe put a damper on deals, said two people with knowledge of the firm’s compensation.

In a potentially encouraging sign for all equity investors, the majority of investors with $5 million or more in net worth plan to invest in equities.

The sequel is never as good as the original. Advisors have a hard time repeating outperformance.