-
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 -
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.
October 3 -
DoubleLine Funds Trust has launched the DoubleLine Low Duration Bond Fund.
October 3 -
Financial advisors are going play a bigger role in how the annuity industry gets it products to customers, according to industry officials presenting at the Insured Retirement Institute's 2011 annual conference. But consumers will be leading the charge.
October 3 -
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 -
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 -
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 -
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 -
Independent investment and wealth management firm Carson Wealth Management has hired Kevin Zemann as its director of compliance.
October 3 -
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 -
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 -
MassMutual Retirement Services 2011 campaign to prompt 401(k) participants to save more has succeeded in boosting deferral rates by 4.34%. It also was aimed at getting those who were not saving into the game, and helping those with portfolios to revisit their allocations.
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.
October 3 -
Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.
October 3


