Fund performance

Since the redesign of JPMorgan’s Fund Management adviser website, usage of the site has increased, resulting in benefits for both advisers and investors. The improved design and usability of the site is a collaboration of the top practices of other successful financial management sites, offering improvements in design and convenience for advisers’ usage.

Morningstar has upgraded its investment planning site, Advisor Workstation Office Edition. Of primary focus are the additions to the asset allocation and portfolio construction functions of the site.

In light of the crisis of confidence in rating agencies following the subprime crisis, the Securities and Exchange Commission will diminish the importance of money market fund managers’ reliance on such agencies when investing in short-term debt.

The Supreme Court's recent decision in LaRue v DeWolff to permit workers in 401(k) plans to sue administrators for high fees will inevitably lead to lower fees-and the end of the retail mutual fund industry's dominance of the market. That's the strong opinion of widely quoted, and frequent financial TV guest Ric Edelman.

NEW YORK - Hedge funds are notorious for being secretive, private investment pools, but the time has finally come for them to become more transparent in order to capture the billions of dollars floating around alpha-seeking institutional investors' pockets.

Invesco, the global investment management firm with its U.S. headquarters in Atlanta, is continuing its efforts to evolve into a bigger global power brand with both diverse and expansive investment offerings. Parent company Invesco Ltd. is headquartered in London.

By now, investors are accustomed to the creative, informal "Talk to Chuck" advertisements of Charles Schwab & Co. in which animated, yet somewhat realistic, images of people gripe about trying to get through to other brokers, but take heart at the thought of reaching Chuck Schwab, the man, through one of his people.

The recent mortgage market crisis has opened a Pandora's box of white-collar cases probed by the U.S. attorney’s Eastern District office.

Goldman Sachs and Deloitte & Touche LLP announced they had finalized plans to unload a portion of a $7 billion structured investment vehicle, which was set up by U.K. hedge fund manager Cheyne Capital Management LLP, according to a recent report by Bloomberg.

When the value of the dollar decreases, Americans are apt to invest in tangible assets such as real estate. As depreciation continues, it comes as no surprise that real estate mutual funds (REMFs) have grown 6% so far this year. What is surprising, however, is seeing financial success in one of the worst real estate markets in years.

Money market mutual fund assets fell $38.91 billion for the week ending June 18, according to the Investment Company Institute.

The Bank of New York Mellon Corporation is currently celebrating the 10 year anniversary of its ADR Index. This index has become a global benchmark for investments as mutual funds, exchange-traded funds and other structured products are scaled based on its valuation.

According to recent analysis by Watson Wyatt Worldwide, a leading global consulting firm, defined benefit pension plans tend to have higher rates of return than 401(k) plans.

The Supreme Court’s recent decision in LaRue v DeWolff to permit workers in 401(k) plans to sue administrators for high fees will inevitably lead to lower fees—and the end of the retail mutual fund industry’s dominance of the market. That’s the strong opinion of widely quoted, and frequent financial TV guest Ric Edelman.

On Thursday, PricewaterhouseCoopers and industry body CII released a report that concluded the mutual fund industry in India is facing a new threat, high operations costs.

At the GAIM International hedge fund conference Wednesday in Monaco, John Paulson, founder of hedge fund Paulson & Co., stated that the worldwide losses and write-downs of the subprime crises and liquidity shortage are far from over.

As the tax debate begins between Senator Barack Obama and Senator John McCain, many investors and tax advisors say capital gains taxes will increase no matter what the outcome is this coming November, The Wall Street Journal reports. Senator Obama seeks to increase the current capital gains rate 5% or more for families making over $250,000.

Morgan Stanley, releasing its 2nd quarter earnings Wednesday, reported a 60% drop in profit from $2.57 billon, or $2.45 a share, in the second quarter of 2007, to $1.01 billion, or 95 cents a share. Net revenue also fell a substantial 38% from $10.52 billion to $6.51 billion.

Boston-based Eaton Vance Management has just received a no-action letter from the SEC that will permit it to provide a new auction-rate security known as Liquidity Protected Preferred Shares, The Wall Street Journal reports.

In a similar way that the dot-com boom could serve as a snapshot for the 1990s, the last decade could easily be defined as a period where many Wall Street insiders daringly quit their jobs in exchange for presumptive hedge fund glory, The Wall Street Journal reports.