Investments

Loomis, Sayles & Company has added Peter Frick as an emerging markets debt portfolio manager alongside co-managers Edgardo Sternberg and Dave Rolley.

Bond investors holding significant amounts of U.S. treasuries and other high-quality credit should consider diversifying to less interest-rate-sensitive securities.

New research from Cerulli Associates finds that passive mutual fund assets have increased 95% since 2008, jumping from $572 billion in 2008 to $1.1 trillion through the first half of this year.

The Wilmington Rock Maple Alternatives Fund has dropped Whitebox Advisors as one its many subadvisors, Money Management Executive has learned.

Contrarian shop Dreman Value Management is nixing its lineup of five mutual funds citing a lack of investor interest, increasing operating costs and a tougher regulatory landscape.

Whether it's capital surcharges for fund companies designated as "systemically important" or dealing with new fiduciary rules for advisors and brokers or the much-feared reform of money funds, the bill is about to come due-and get paid.

Charles Schwab announced Monday that it has joined with Piper Jaffray to provide clients access to Piper Jaffray's new issue municipal bonds through Schwab's BondSource Platform.

A year ago, Morningstar introduced its forward-looking analyst ratings system for the mutual funds it covers in the United States.

Nuveen Investments has added equities veteran Bob Doll to its asset management team.

Debt casts a big shadow in the minds of most Wall Street thinkers’ as they make their 2013 forecasts, and Jim Swanson of MFS Investments warns investors not to take the complacent view of “well, we’re a lot better off than Greece and Italy.”

The Investment Company Institute, noting its disagreements with outgoing Securities and Exchange Commission chairman Mary L. Schapiro, lauded the “record of accomplishment” of the woman nominated to succeed her.

Legg Mason has joined as one of a handful of firms to win approval from the Securities and Exchange Commission to launch active exchange-traded funds.

President Obama has nominated commissioner Elisse B. Walter, a critic of the mutual fund industry, to succeed Mary L. Schapiro as chairman.

Say howdy to Salient Partners L.P.'s new master limited partnerships and energy infrastructure fund.

Securities and Exchange Commission Chairman Mary L. Schapiro said she will leave her office before the end of the year.

Investors will continue to pour money into funds, especially into target date funds and ETFs, according to a report on mutual funds from Tiburon Strategic Advisors.

Regulatory reform is about to exact its price.

Has the bloom come off the inverse and the leveraged exchange-traded fund? "I think it really has," said Michael Rawson, ETF analyst for Morningstar.

Investors will continue to pour money into funds, especially into target date funds and ETFs, according to a report on mutual funds from Tiburon Strategic Advisors.

Across the asset class of emerging market debt, upgrades are far outpacing downgrades. As a result, more than 50% of emerging market fixed income investments have become investment grade, says Luz Padilla, senior portfolio manager of the emerging markets fixed income strategy at DoubleLine Capital in Los Angeles.