Investment funds

The Justice Department and SEC have been cracking down on hedge funds' use of firms that are paid to offer insights on Washington policy that could move stock prices.

The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

Institutions that are willing to invest at least $100 million can get the Janus total-return strategy as a separate account, according to a person with knowledge of the matter.

In the second quarter, that group of seven saw $34 billion in outflows.

Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.

Mirae Asset Global Investments said it is building its cash position in one of its Asia bond funds during the U.S. presidential campaign.

Prices of the metal have dropped by half from a peak in 2011.

Deutsche Bank’s $5.5 billion of AT1 notes have come under pressure this year as fixed-income investors fret about whether the relatively high yields compensate for the risk of losses.

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

The improved outlook for the world's largest developing economy has helped increase clients' risk appetite.

Investors added more than $750 million to ETFs that buy emerging-market stocks and bonds last week, extending the longest winning streak in more than a year.

Demand has increased as investors seek alternatives to more than $10 trillion of debt globally that’s yielding less than zero.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

Performance fees in the second half are expected to be similar to the 1.2 million Swiss francs ($1.2 million) earned in the first six months of the year.

Paul T. Lebel excessively traded shares that carried large front-end loads and "willfully disregarded the customers' interest," the agency said.

Clients may be less anxious if they know their portfolios include funds built for stability.

Massachusetts Mutual Life Insurance, Pacific Life Insurance and TIAA are among companies that have been pursuing deals to diversify operations and gain market share from publicly traded rivals.