Investment products

Hedge fund's portfolio managers take control of firm from Morgan Stanley

Low rates are causing investors to cash out of short-term CDs when they mature; banks respond by adding ever more short-term CDs.

The Palo Alto, Calif., based company, which will now be called Wealthfront, said that it has attracted more than $100 million in assets to its investing platform in its first year of operation.

The previous year, assets declined 23%, Towers Watson says.

Industry pulls in new money for the third consecutive quarter

Acquisition broadens Genworth’s wealth management platform with alternative investments, including hedge funds.

The streamlining service handles sales of restricted shares.

Russell Investments and Parametric Portfolio Associates have pooled their resources in order to offer a new joint index that will be a “vital metric for investment decisions” in the future, the two Washington-based firms said Monday. The new ...

Asset held in exchange-traded funds increased 10.6% in September.

The platform can handle a wide range of products and models.

A new book gives the traditional 60/40 investment approach a makeover.

After developing a new performance-reporting service among smaller firms, Morningstar rolls out its service for broker-dealers.

The idea of a bond bubble keeps bubbling to the surface. The argument is sound. Interest rates are at all time lows. In the bizarro world of bonds this means that prices are at all-time highs. Meanwhile investors spooked by the stock markets are pouring into bonds the way they poured into, well, real estate before 2008 and technology before 2000.

France, Germany and others, meanwhile, are uncomfortable with the powers of the EU’s new securities regulator.

After a short-lived period of inflows last week, tax-exempt money market funds experienced $1.81 billion of outflows and settled at $330.29 billion in total net assets for the week ending Oct. 11, according to the Money Fund Report, a service of iMoneyNet.com.

You need to know where your profits are coming from, but to truly serve your clients, it would also be nice to know how their behavior separates them into groups.

Fidelity has been underwriting more bonds than since the late 1980s.

The Russell Frontier Index offers broad coverage of African countries, which had been previously underrepresented.

Citigroup has become the second fund administrator to implement a new technology platform specifically designed for servicing hedge funds-of-funds.

Despite positive performance from “risky asset markets,” the typical U.S. corporate pension plan saw its funding ratio drop by 1% thanks to the drowning effects of high rising liabilities, a new study claims. In a Friday analysis, UBS Global Asset ...