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Eaton Vance and Richard Bernstein Advisors have launched the Eaton Vance Richard Bernstein All Asset Strategy Fund, with Richard Bernstein, CEO and CIO of the eponymous firm serving as manager of the fund.
October 3 -
DoubleLine Funds Trust has launched the DoubleLine Low Duration Bond Fund.
October 3 -
HSBC Global Asset Management has launched the HSBC Frontier Markets Fund, whose aim is long-term capital appreciation by investing in companies located in or economically tied to frontier market countries. These include such nations as Argentina, Qatar Bangladesh, Kenya, Kazakhstan and Vietnam. The fund will track the Morgan Stanley Capital International Frontier Emerging Markets Index.
October 3 -
Loomis Sayles has launched the Loomis Sayles Senior Floating Rate and Fixed Income Fund, aimed at navigating changing economic cycles by taking a flexible approach to investing in bank loans and other credit instruments.
October 3 -
Chi-X Europe and Russell Indexes Monday introduced a series of stock indexes that they hope will be benchmarks for pan-European markets.
October 3 -
Got downside protection? That's the question many 401(k) plan sponsors and investors are now asking.
October 3 -
Mutual funds may have wielded the ax heavily on the people and technology to drive costs down, since the credit crisis erupted three years ago.
October 3 -
In a new report, Volatility Responsive Asset Allocation, Russell Investments recommends that institutional investors use a dynamic asset allocation policy that varies as market volatility changes.
October 3 -
Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.
October 3 -
Fund fees make a difference, so get your clients the best deal.
October 1 -
Looking for the Right Mix? These funds might do the trick.
October 1 -
As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?
October 1 -
For the third-quarter mark (year-to-date), the Dow Jones Industrial Average is down 5.74%. In its 113-year history, excluding the current year and 1914 due to a change in the number of components that year, the DJIA has fallen 44 times at the third-quarter mark.
September 30 -
In a new report, “Volatility Responsive Asset Allocation, Russell Investments recommends that institutional investors use a dynamic asset allocation policy that varies as market volatility changes.
September 30 -
Van Eck says ETFs can reflect changes in industry sectors, whereas HOLDRS’ depositary trust structure is static.
September 30 -
Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.
September 30 -
Vanguard is lowering the fees on six funds by adding low-cost Admiral Shares to them. Vanguards Admiral Shares program requires a minimum account balance of $10,000.
September 30 -
State Street Global Advisors has launched three new exchange-traded funds, the SPDR S&P Aerospace & Defense ETF, SPDR S&P Health Care Services and SPDR A&P Software & Services funds.
September 30 -
Scout Investments has launched the Scout Unconstrained Bond Fund, which will invest across the entire fixed income universe -- including investment grade, high-yield, governments, agencies, mortgage-backed, asset-backed and foreign markets.
September 30 -
The combined assets of the nations mutual funds decreased by $398 billion, or 3.3 percent, to $11.621 trillion in August, according to the Investment Company Institute.
September 30
