Investments

On July 19, 2012, BlackRock has a new real estate offering in the works, dubbed the BlackRock US Real Estate Securities Strategy Fund, according to a Securities and Exchange Commission filing.

NY Fed Staff Backs Limit on Money Fund Withdrawals. ICI Opposed.

On July 19, 2012, Leveraged buyout stalwart KKR & Co. is taking a stab at retail investors with a proposed new offering dubbed the KKR Alternative High Yield Fund.

On July 19, 2012, Portland, ME-based Foreside Financial Group, LLC, a mutual fund and exchange-trade fund distributor and compliance consultant, is on a buying spree.

Charles Schwab is beefing up its exchange-traded fund business with a new hire from Guggenheim Investments.

Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.

On July 19, 2012, Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.

On July 19, 2012, It may seem completely crazy to compare the use of social media with sexual harassment.

Employees are willing and able to save more money for retirement through their workplace retirement plans. They just don’t know the best way to do it.

The Dow Jones Industrial Average moved up 103.16 points Wednesday to finish at 12,908.70 while the Nasdaq and S&P 500 tacked on 32.56 points and 9.11 points, respectively.

For the week ended July 11, bond funds took in $6.39 billion, the most of any fund category. Long-term equity funds, meanwhile, lost $1.47 billion in outflows.

On July 18, 2012, PIMCO has filed with the Securities and Exchange Commission to launch the PIMCO Mortgage Opportunities Fund.

BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds.

A new portfolio management strategy steers away from bonds and seeks to grow capital in non-traditional areas.

OppenheimerFunds has signed an agreement to buy SteelPath Capital Management and SteelPath Fund Advisors, an energy infrastructure investments company focused on the Master Limited Partnership sector.

Want exposure to managed futures? Think multi-manager funds, according to a new white paper penned by William Marr and Alexander Rudin, principals of Ramius Trading Strategies.

Interactive Brokers says it now provides a tool that allows financial advisors to create ‘virtual’ mutual funds.

Franklin Templeton Investments has named Andrew Ashton and Dennis Rothe to new roles overseeing consultant/gatekeeper relations and investment research for the company’s International Advisory Services and North America Advisory Services divisions, respectively.

On July 18, 2012, Franklin Templeton Investments has named Andrew Ashton and Dennis Rothe to new roles overseeing consultant/gatekeeper relations and investment research for the company’s International Advisory Services and North America Advisory Services divisions, respectively.

On July 18, 2012, Charles Schwab Corp. is beefing up its exchange-traded fund business with a new hire from Guggenheim Investments, Reuters reports.