Special Program Root Tag

  • Eaton Vance and Richard Bernstein Advisors have launched the Eaton Vance Richard Bernstein All Asset Strategy Fund, with Richard Bernstein, CEO and CIO of the eponymous firm serving as manager of the fund.

    October 3
  • DoubleLine Funds Trust has launched the DoubleLine Low Duration Bond Fund.

    October 3
  • Money Management Executive

    Butterfield Fulcrum has partnered with Luxembourg Investment Solutions to offer fund administration services in Luxembourg. The fund administration company will serve everything from mutual funds to UCITS.

    October 3
  • HSBC Global Asset Management has launched the HSBC Frontier Markets Fund, whose aim is long-term capital appreciation by investing in companies located in or economically tied to frontier market countries. These include such nations as Argentina, Qatar Bangladesh, Kenya, Kazakhstan and Vietnam. The fund will track the Morgan Stanley Capital International Frontier Emerging Markets Index.

    October 3
  • Loomis Sayles has launched the Loomis Sayles Senior Floating Rate and Fixed Income Fund, aimed at navigating changing economic cycles by taking a flexible approach to investing in bank loans and other credit instruments.

    October 3
  • The Securities and Exchange Commission is warning broker-dealers it will scrutinize the procedures they use to ensure they don't run afoul of the new market access rule when dealing in subaccounts used by disreputable day traders.

    October 3
  • Chi-X Europe and Russell Indexes Monday introduced a series of stock indexes that they hope will be benchmarks for pan-European markets.

    October 3
  • Money Management Executive

    Mutual funds may have wielded the ax heavily on the people and technology to drive costs down, since the credit crisis erupted three years ago.

    October 3
  • Got downside protection? That's the question many 401(k) plan sponsors and investors are now asking.

    October 3
  • The nation's stock exchanges and the Financial Industry Regulatory Authority are filing proposals that will trigger halts in trading, marketwide, more quickly, the Securities and Exchange Commission said. The changes are proposed for marketwide "circuit breakers," which key off drops in the Dow Jones Industrial Average.

    October 3
  • Money Management Executive

    In 2009, Citi's Investor Services, a business within the company's valued Global Transaction Services Division, placed a significant focus on changing its organizational structure with the goal of improving the overall client experience across the securities product suite. To execute on this vision, two separate, yet complementary, units were formed, the Client Executive Team and the Client Sales Management Team. The Client Executive Team was tasked with monitoring and driving client satisfaction, with the ultimate goal of deepening Citi's existing client relationships and reducing attrition. The Client Sales Management team was handed the responsibility of growing Citi Investor Services' overall market share and cultivating relationships with Senior Management at existing and prospective clients.

    October 3
  • Janus has just launched a new online retirement income program for financial advisers, called Janus Time Segmentation Framework. The surprising part: it seems better designed for advisers than it does for their clients.

    October 3
  • Northern Trust has named Marie Dzanis senior vice president and head of exchange-traded fund sales and servicing, in charge of the firm's FlexShares exchange-traded funds unit.

    October 3
  • Money Management Executive

    T. Rowe Price, TIAA-CREF, MFS and John Hancock Mutual Funds have won top honors in this year's 9th Annual Fund Operations Awards, this year renamed the NOVAs-as in innovation.

    October 3
  • In a new report, “Volatility Responsive Asset Allocation, Russell Investments recommends that institutional investors use a dynamic asset allocation policy that varies as market volatility changes.

    September 30
  • Van Eck says ETFs can reflect changes in industry sectors, whereas HOLDRS’ depositary trust structure is static.

    September 30
  • Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.

    September 30
  • 401K GPS has launched it personalized 401(k) monitoring service, to ensure participants’ strategies fit their risk profile. While the service monitors portfolios on a daily basis, it issues quarterly recommendations on how investors should reallocate their holdings, based on retirement goals and market expectations. Should volatility in the markets become pronounced, 401K GPS will issue intra-quarterly alerts.

    September 30
  • Money Management Executive

    RBC Wealth Management this week launched a global advertising campaign titled “There’s Wealth in Our Approach” that it will be committed to for the next several years.

    September 30
  • Money Management Executive

    The combined assets of the nation’s mutual funds decreased by $398.0 billion, or 3.3%, to $11.621 trillion in August, the Investment Company Institute reported Thursday.

    September 29