- Money Management Executive
Fund marketers who believe promoting their companies on the Web sites of major supermarkets such as Charles Schwab and Fidelity is all the Web presence they need are gravely mistaken, according to a Web industry executive.
July 2 - Money Management Executive
CHICAGO - Christine Benz, a senior mutual fund analyst with Morningstar, summed up the change in the fund industry since last year's Morningstar Conference nicely when she noted that value funds and the Chicago Cubs, perennial losers just a year ago, are hot once again.
July 2 - Money Management Executive
OppenheimerFunds launched a wraplike product that will allow financial advisors to aggregate a portfolio of funds offered through the Oppenheimer family and four sub-advisors, the company announced yesterday.
June 29 - Money Management Executive
The Vanguard Group filed an amendment today with the Securities and Exchange Commission seeking to add an exchange-traded share class to its Extended Market Index Fund, the company announced.
June 29 - Money Management Executive
Morningstar's European subsidiaries, Morningstar Spain and Morningstar Germany, recently launched Web sites in those countries, providing investors with country-specific information, ratings, news and commentary on funds, the company announced today.
June 29 - Money Management Executive
Responding to investor demand for Web-based services, American Century Investments will enhance its Web site with new capabilities in the year to come, allowing retail investors to manage their accounts almost completely through the Internet, the company announced today.
June 29 - Money Management Executive
The National Investment Company Association has named Barbara Weidlich president, the association announced yesterday. Weidlich, who will begin as president on July 2, will take over for Bob Goldberg, who served as president of NICSA for ten years and announced his retirement earlier this year.
June 29 - Money Management Executive
CDC Nvest Funds, a wholly owned subsidiary of CDC IXIS Asset Management North America, is shuttering its subsidiary, Kobrick Funds, and will liquidate three funds and replace it as a sub-advisor to the Nvest Star Advisers Fund, CDC Nvest Funds announced yesterday.
June 29 - Money Management Executive
Delaware Investments is changing the name of its Delaware International Equity Fund to better reflect the fund's value orientation, the company announced yesterday.
June 29 - Money Management Executive
American Express Financial Corp. yesterday announced it will launch two new mutual funds sub-advised by American Century, Liberty Wanger Asset Management and Sanford Bernstein.
June 29