-
Ballentine Partners is a wealth management firm with roots in an unusual institution: a summer camp.
February 9 -
The industry saw Van Eck Global sponsoring a $3M student fund and scholarship at the USC Marshall School of Business, the flagship liquid alt fund offered by IndexIQ passing the $1 billion assets mark, a survey of 235 hedge fund professionals expressing positive sentiment, and Morningstar naming its fund managers of the year.
February 6
-
The push to make money-market funds safer means the biggest U.S. banks will pay more to borrow while Americas near record-low financing costs go even lower.
February 6 -
With mutual fund assets growing exponentially, more private fund managers are taking advantage and launching retail funds. They might be unfamiliar with the scrutiny faced by traditional mutual funds, especially since Sarbanes-Oxley was passed. There are things to keep in mind when considering the best Sarbanes compliance practices.
February 5
-
Holdings in ETPs backed by silver fell 0.3% last month, after declining 3% in December, while gold holdings jumped 4.1% in January. Retail investors account for 80% of U.S. purchases.
February 5 -
Kevin Carter's passion for emerging markets quickly put him at odds with the available ETF options for investors. Even in the largest offerings from established providers, he says the problem was apparent: investors weren't getting exposure to the innovative companies garnering global attention, such as Baidu, but rather staid, government-owned entities.
February 4
-
Pimcos biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the investment fund created and formerly run by bond manager Bill Gross.
February 4 -
The ongoing, rapid growth of ETFs begs a question: is it sustainable, or will the market soon find itself in a bubble? A new global report on the ETF industry says there is little to stop its momentum.
February 3
-
DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014.
February 3 -
The big leadership issues facing executives in the asset management industry have multiplied in just a year, one reason why attendees at the upcoming NICSA Strategic Leadership Forum in Hollywood, Fla., might be hard-pressed to agree on a common concern.
February 2
