Portfolio

EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY is closing the the PIMCO Commodity Real Return Strategy to new investors, effective today, according to a Securities and Exchange filing.

United Technologies Company last month took the plunge into providing its employees a steady stream of retirement income.

TCW Funds, Inc. is liquidating the TCW Emerging Markets Equities Fund on August 31, according to a Securities and Exchange filing.

Three days in August 2007 will live forever in algorithmic investing infamy. Numerous quantitatively driven stock funds leapt en masse off a cliff-just like lemmings.

BNP Paribas Securities Services is not well known for handling custody of fund assets in either Mongolia or the United States.

On July 20, 2012, Northern Trust has hired Jeff Kearny to lead new business development for asset servicing the West Coast and in the Mountain states, including corporations, public pension funds, insurance companies and not-for-profit institutions.

ON July 20, 2012, Target-date fund providers are taking two steps forward and three steps back, according to a new report by BrightScope, dubbed Popping The Hood V, 2012.

If anyone needs proof of the importance of revisiting their estate plans annually, the case of the high-net-worth Tweten family on the West Coast should supply it.

On July 20, 2012, Alternative mutual fund Forward is now one of the portfolio strategists on the investment platform of Genworth Financial Wealth Management, Inc., where it will introduce its new multi-asset income product to advisors.

Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.