Investment products

Some parts of the fixed-income market are hard to track with a traditional ETF.

How a portfolio sage and fundamental index founder bet right on the market and still lost money.

Driving the optimism are portfolio gains over the past year for 44% of investors, Scottrade found.

There are 29 funds, from a starting pool of 19,000 mutual funds. Seventeen fund families are represented across ten categories. Gold, silver and bronze award recipients in each category will be announced during a live video broadcast in November, from S&P’s offices, the company said.

Gotham Asset Management, a newly formed firm that will focus specifically “on the institutional segment of the market,” has officially opened for business, Joel Greenblatt, its managing principal and co-CIO, said.

Rydex/SGI annual benchmarking study finds majority of those surveyed are using alternatives in client portfolios.

Commissioners detail the trade that sunk the market, but won't comment on whose fault it was or what they're doing to fix the problem.

Latin America and Asia are now an integral part of large funds’ bond and equity strategies.

The coming weeks will be interesting and advisors will be caught in the middle trying to strike a balance.

A closer examination of why (and why not) annuities belong in a 401(k) plan.

Boston firm brings its institutional strategies to high-net worth individuals.

The new rules permit mutual funds to earn income from commodities.

ING Investment Management Americas is launching a globally focused fixed-income fund that is expected to outperform market benchmarks by investing in debt securities for its institutional clients, the firm said Tuesday.

Vanguard lowered fees on its Nevada 529 as Fidelity adds bank deposit option to its 529 plans.

While municipal market professionals said they do not believe there is systemic risk in state and local government debt, there are underlying issues and credit challenges.

A number of Build America Bond issuers are seeking voluntary closing agreements with the Internal Revenue Service to settle accidental violations of a de minimis premium rule, an IRS official told industry officials in Manhattan yesterday.

The funds, which mark the latest enhancement to the Boston investment manager’s equity products, are designed to provide exposure to the full array of U.S. stocks within the value, core/blend and growth style universes.

Most hedge fund categories saw fund outflows through the first seven months of this year, except corporate action and non-trend funds.

Vanguard Group plans to simplify its Target Retirement Funds and certain other funds-of-funds in an effort to improve the products’ international diversification.

Both remained in positive territory for the week ending Sept. 22, according to research firm Lipper FMI.