Investments

If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?

The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.

Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.

More than many small-cap growth funds, Wasatch Core Growth favors steady rather than spectacular earnings growth.

Be sure prospects and clients understand the difference.

Our annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.

The pursuit of double-digit returns means taking greater risks. Some ETF investors are making the move.

For a client whose mortgage is underwater, is a short sale still the best option?

The Board of Trustees of the Northern Multi-Manager Funds last month approved the termination of Marsico Capital Management as a sub-adviser to the Multi-Manager Large Cap Fund (NMMLX, effective Sept. 12, and the appointment of WestEnd Advisors to sub-advise a portion of the Large Cap Fund, effective Sept. 24.

Clear, consistent messages about what makes a fund stand apart and serve a particular investment purpose well is what, in turn, makes a fund manager stand apart in the eyes of present or potential customers.

"Inventions have long since reached their limit, and I see no hope for further developments," Julius Sextus Frontinus, Roman engineer, 10 A.D.

Snap your fingers.

The Board of Directors of the $5.3 billion FPA New Income fund has approved a new distributor for the fund.

Delaware Investments has added Sean Pronger, a former professional hockey player, who recently joined Delaware Investments as regional director for its third-party retail distribution team supporting Los Angeles.

Well, that was quick.

The Laudus Mondrian Global Equity Inv (LGEQX) fund is liquidating at the end of November.

Three months after hiring Mark Howard-Johnson as the Global Head of Real Estate Securities Management, BlackRock today unveiled the first of many real estate funds to be managed by Howard-Johnson's new unit.

Municipal bond mutual funds saw heightened demand from investors this past week. Funds that report their flows weekly recorded solid inflows of $592 million for the week ended Sept. 26, Lipper FMI numbers show.

Treasury Secretary Tim Geithner asked the Financial Stability Oversight Council to take up structural reforms to the $2.6 trillion money market mutual fund industry, citing the Securities and Exchange Commission's failure to act.

TIAA-CREF has added a new socially responsible fund dubbed the Social Choice Bond Fund (TSBIX, TSBBX, TSBRX, TSBPX), an actively managed, core fixed-income mutual fund.