Investment funds

The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune.

Vanguard's quiet ascension, adds Jeff Tjornehoj, head of Americas research for Lipper, is not all due to Pimco's management woes.

The SEC has named David Grim to lead the agency’s effort to tighten mutual-fund rules.

The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing.

Maybe the Efficient Market purists have been mugged by reality. It looks like you can pick a winning money manager -- just go for one with a great long-term performance record.

While there's no magic bullet for withstanding an SEC inspection, if you are a sponsor of an alternative investment fund - or have a fund that utilizes similar investment strategies - here are some areas to consider.

Having gained SEC approval in November to offer this new class of investment product, the firm's biggest challenge now, observers say, is selling the concept of exchange-traded managed funds.

William Stromberg, 55, is a 28-year veteran of the company. He previously served as a money manager and has held a series of executive jobs at the firm overseeing equities.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

With assets of $110.4 billion, Pimco Total Return fell behind the index-tracking Vanguard Total Bond Market Index Fund, which had $117.3 billion as of April 30, according to preliminary data.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Funding for startups hit a high of $17.7 billion in the quarter, from $15.6 billion in the fourth quarter of 2014, because hedge funds, mutual funds and private equity firms all put money on the line.

New products, under the broad label of liquid alternatives, bring a value proposition of greater opportunities for diversification coming from sources that are largely uncorrelated to the equity and fixed income market, at least by historical measures.

Bill Gross said he wouldn’t hire Ben S. Bernanke as an advisor. He’d rather read the former Federal Reserve Chairman’s blogs and tweets.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.

ETFs that hold U.S. Treasuries are seeing more cash inflows this month than any other fixed-income funds for the first time this year.

Mom-and-pop investors may sink $350 billion into debt funds globally this year, adding to the $3 trillion they've already poured into bonds since 2008.

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.