Money Management Executive Latest News

2010 is turning out to be the year of Fund Marketers' Lib.

When Chris Dawson managed investment funds at JPMorgan, he had to pull together information from 29 different systems. He used different applications for allocating assets, choosing stocks, assessing fixed-income products, overlaying currency effects and looking at increasingly complex derivatives. Oh, and he had to piece together price and index data from Bloomberg and Barclays Capital, as well as other tools for creating benchmarks or managing risks.

Loomis Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund, which will invest in a variety of asset classes around the world, including derivatives, commodities and REITs, to combat all types of inflationary environments, including: inflation, debtflation, stagflation and deflation.

The Securities and Exchange Commission released its report on May 6’s so-called Flash Crash, but did little else to clarify whether there was any malfeasance involved or whether the report would eventually lead to changes in the way trading is regulated.

Global bond and equity investors are not just relying on the U.S. to power economic growth in the world anymore, said presenters at a Natixis Global Asset Management press luncheon in New York Sept. 29.

The joint report of the Commodity Futures Trading Commission and the Securities and Exchange Commission on the May 6 Flash Crash is out; and, as expected, the trigger event was found to be a large, programmed effort by a mutual fund complex to sell E-Mini contracts.

Two weeks after announcing a new 529 college savings partnership with the state of Nevada, Putnam Investments said it plans to expand sales of the program nationally.

UMB Financial Corp. has added a leg to its distribution structure for health savings accounts.

The Great Recession and increasing concerns about the future of Social Security have led Americans to find new ways to build retirement income, according to a new survey from the Employee Benefit Research Institute.

The Profit Sharing/401(k) Council of America has honored McDonald’s for having the best retirement plan, in its inaugural Plan Sponsor of the Year Award.