Fund performance

Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.

Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.

The Wells Fargo/Gallup Investor and Retirement Optimism Index fell 10 points in the third quarter to +33, down from +43 recorded in May.

BNY Mellon has been named to one of the most highly regarded global sustainability indices, the Dow Jones Sustainability Indices (DJSI).

Bloomberg -- Fixed-income securities are poised to deliver losses “for the next couple of years,” according to BlackRock Inc., the world’s biggest money manager.

Interest rate and credit risk continue to invade investor portfolios looking for an appropriate hedge against equity investments.

A new report gives added ammunition to the champions of passive investing.

Bloomberg -- Wealth among Asia-Pacific millionaires may top North America’s as soon as next year as Japanese economic growth boosts investor returns in the country, a report by Cap Gemini SA and Royal Bank of Canada showed.

For the last several years the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This shift and the development of a successful outsourcing model has come with some degree of skepticism.

During the crisis of 2008, service providers faced an environment in which they saw their clients' assets decline sharply. After the dust settled, a new order was born with clients demanding more for less with increasing scrutiny as regulators ramped up their efforts.

Fidelity Investments opened its new regional office near Denver with a ceremonial ribbon-cutting event attended by Governor John Hickenlooper; Mayor Pro Tem of Greenwood Village Gary Kramer; representatives from the local business and nonprofit communities; and Fidelity executives and associates.

Today Blackstone hosts its inaugural Veterans Hiring Summit to support the hiring of American veterans across its portfolio companies. In support of the White House’s “Joining Forces” initiative, in April Blackstone committed to hire 50,000 American veterans across its portfolio of 78 companies over the next five years.

Goldman Sachs will replace Bank of America Corp., Visa will replace Hewlett-Packard and Nike will replace Alcoa in the Dow Jones Industrial Average (DJIA) after the close of trading on Friday, September 20.

How to do more with less? It is a key challenge facing all investment management industry participants, as they strive to deliver outstanding customer service while wrestling with intensifying regulatory demands, and the need to manage risks and control costs.

Heartland Funds is taking a fresh approach to registered investment advisor distribution, utilizing social media, video technology and an advisory council to better support advisors. These tools help the firm more efficiently use its resources to find out what advisors want and then tailor a support strategy based on this feedbac

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.

Oppenheimer Funds and Putnam Investments have won top honors in the 11th annual NOVA Awards for innovation in the investment management industry.

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.