Investments

In January, the fabled 3.8% surtax on investment income becomes law. This surtax, included in health care legislation to bolster Medicare’s finances, is based on two key numbers. The IRS has just issued proposed regulations on one of those numbers: net investment income.

Investors cut bullish commodity bets for the first time in three weeks as U.S. lawmakers appeared no closer to an agreement to avert more than $600 billion in automatic tax increases and spending cuts and Europe cut its growth outlook.

The holidays have been good for money market funds.

The holidays and year-end are approaching rapidly, leaving investors anxious about where to stash their abundant cash.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.

Investors withdrew money last month from Vanguard Group's emerging markets exchange-traded fund, the industry's largest, after the firm said it would replace the fund's index.

Yet another private equity giant shop is looking to make it even bigger in the mutual fund space. Money Management Executive previously reported on KKR & Co.’s ’40 Act initiative in July.

Fidelity Investments is dipping its toes into hedge fund waters via a multi-manager mutual fund launched in partnership with hedge fund shop Arden Asset Management.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

The holidays have been good for money market funds.

Municipal bond mutual funds recorded their fifth straight week of inflows, and their 62nd week of positive flows in the past 66 weeks.

Vanguard Group may already be the largest mutual fund provider in the nation, but that doesn't mean it plans to stop growing.

The Board of Trustees of BNY Mellon Funds Trust is looking to add another sub-advisor to the 3-star rated, $1.2 billion BNY Mellon Mid Cap Multi-Strategy Fund.

The SSgA Tuckerman Active REIT Fund is starting the New Year with a new sub-advisor.

In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.

After two weeks of devastating outlfows, especially in domestic equities, mutual funds seem to have finally recovered their groove somewhat.

First Eagle Investment Management today is trumpeting the five-year anniversary of the First Eagle High Yield Fund (FEHIX).

3D Asset Management has added three sales executives to its business development team.

Global exchange-traded fund and exchange-traded product assets reached an all-time high of $1.9 trillion at the end of November 2012, according to figures from ETFGI’s monthly global ETF and ETP industry insights.

Mark Cahn, general counsel at the Securities and Exchange Commission, is leaving the agency at the end of the year to return to the private sector.