Investments

When it comes to investing in China, many investors have overlooked a crucial opportunity when they should be allocating at least 9% of their portfolios to that emerging country, Princeton University economics professor Burton G. Malkiel told attendees at IMCA’s annual conference on Monday.

Fund investors paid an average of 79 basis points for equity mutual funds and 62 basis points for bond funds, down 4 points and 2 points, respectively, from 2010, according to a new report from the Investment Company Institute.

On April 23, SEI hired a new asset management distribution chief.

On April 23, Legg Mason is reportedly bowing out as sponsor of a pro tennis tournament.

On April 23, TD Ameritrade ramped up its sales team with a new hire.

On April 23, Forward bolstered it insitutional coverage with a new hire.

Investors can’t seem to get enough of exchange-traded funds and notes, a fact that has regulators on high alert and ETP providers racing to come up with ever-more creative offerings to differentiate themselves from the competition. But who is looking out for investors?

On Pril 23, Gus Fleites confirmed his departure from Invest n Retire.

On April 23, 2012, MME reported that PIMCO will open its first Latin American office, in Rio de Janeiro, Brazil, in September 2012.

On April 23, two research firms revealed their fee expense studies for 2011.

The prospect of rising interest rates, though not anticipated for the near future, has many bond holders wringing their hands, but a fixed income strategist at Schwab offered strategies planners can use to avoid “bondageddon” and stay in the bond market, while protecting their clients’ assets.

The nascent active exchange-traded fund space, currently populated by PIMCO, AdvisorShares and Guggenheim Partners, may soon get a new entrant.

Morningstar’s fund analysts assigned a Gold rating to just one fund in the past few weeks: DFA US Small Cap I.

The Dow Jones Industrial Average picked up 65.16 points to finish at 13,029.26 Friday, closing out an up-and-down week for stocks in several key sectors.

On April 20, Strategic Insight found that institutionally priced mutual funds are gaining traction among large plan sponsors.

It's been four years since the management team at Neuberger Berman decided to spend $922 million in order to acquire a majority interest in their firm and the fixed income and alternative asset management businesses of Lehman Brothers' Investment Management Division in the wake of Lehman's collapse.

Boston-based Affiliated Managers Group has agreed to acquire a majority equity interest in Yacktman Asset Management Co.

If you want to ace your examinations by the U.S. Securities and Exchange Commission, remember these three phrases: fund governance, fraudulent activities and performance and advertising.

Advisors feel that social media is a "wise use" of asset managers' time and resources and just over one-third believe asset management firms are "not yet seeing the value" of social media, according to a study by American Century Investments.

On April 20, Nuveen funds earned Morningstar Negative ratings.