Special Program Root Tag

The active versus passive debate extends beyond the U.S. market to international investing as well, says advisor and Financial Planning contributor, Allan Roth.

Jeff Vinik, in a move that echoes his departure 17 years ago from the Fidelity Magellan Fund, is shutting his hedge fund after making ill-timed bets on gold and the direction of stocks.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income Solutions on Aug. 1.

UCM Partners, a New York City-based boutique asset manager specializing in residential and commercial mortgage-backed securities, will be launching the UCM MBS Total Return Fund, its second mutual fund.

Arrow Investment Advisors will be launching a new high yield bond ETF. According to a filing made with the SEC May 6, the company registered to launch the Arrow Global Enhanced HY Bond ETF.

Why do investors need foreign stocks or funds? Why not just buy U.S. companies that do a great deal or even most of their business overseas? A number of factors make international companies and funds attractive.

Thomson Reuters has launched a proprietary index designed to measure trust in global financial institutions called the Thomson Reuters TRrust Index (TRust Index).

Morningstar has rolled out the next generation of Morningstar® Retirement ManagerSM, an advice and managed account service for defined contribution participants in the United States.

Primerica is incorporating two additional annuity products from Lincoln Financial Group into its retirement lineup.

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.

Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.

The T. Rowe Price New Era Fund is getting a new manager. Timothy Parker, the fund’s current manager will leave to pursue other opportunities, the firm’s spokeswoman told Money Management Executive.

Before you begin reaching out to a potential client, know the rules of their home country.

While ETFs open the door to the entire foreign stock universe, they can also substantially alter sector weightings.

While many Americans are comfortable investing in foreign multinational companies whose brands are household names in the U.S., the prospect of owning smaller overseas equities can be intimidating.

The forces of global regulatory change are in high gear, and mutual fund firms need to brace themselves for the new mandates barreling in from different parts of the world. Firms need to have the regulatory and compliance resources in place to tackle these demands, but they also need to think about rebranding themselves as more than just domestic vehicles, and nurturing a new identity that conveys a fortitude to brave international regulatory waters.

Former ICI President David Silver Dies

I knew I was in trouble when I approached the security line for my flight to Washington, D.C., for the start of the general membership meeting of the Investment Company Institute.

In the 29 years since its founding, Morningstar has evolved its products and company to better serve its clients. In response to the needs of institutional investors it is enhancing its database with a capability that tracks investment strategy, instead of delivery vehicle.

Income, safety and international. Those are the key words when it comes to describing the most popular mutual fund categories.