Investments

Zero-coupon bonds: exceptional value or chronic underperformance? Opinions vary, but there's no mistaking that there's a lot of activity in zeros lately as investors look to them for yield.

If there was a theme to the opening sessions of the Bank Insurance & Securities Association’s annual conference in Florida on Sunday, it could be characterized as moderation.

We know it's there, but in many cases the extent and complexity of manual pricing can be significantly under estimated.

Forbes has compiled its list of the world's billionaires and a few mutual fund executives have made the cut.

Investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.

The debate rages on among fund managers regarding the merits of active versus passive management, especially in light of the growing buzz for low-fee passive funds.

San Francisco-based Shelton Capital Management is launching a “green” fund that will bet on companies that “are leaders in managing environmental risks.”

U.S. exchange-traded fund assets totaled $1.41 trillion as of Feb. 28– up 5.1% year-to-date, according to State Street Global Advisor’s latest ETF Snapshot.

Expect improvements in kasina's productivity benchmarking and advisor insights services with the hire of a new product manager.

Norm Champ has been on the job as Director of the Division of Investment Management at the Securities and Exchange Commission for eight months and a lot of mutual fund executives are nervously waiting for the SEC has in store for the industry in 2013 and beyond.

A year after not-quite-closing the book on one retirement-related lawsuit, Fidelity Investments is once again fighting allegations that it improperly used customers’ money earned in overnight accounts to pay its own operating expenses, Reuters reports.

Investors who trade frequently are upbeat about recent results, and that enthusiasm may translate into opportunities for advisors.

Mutual funds continued their inflow streak yet again the week ended Feb. 27, but domestic equity funds saw their first outflows since the week ended Dec. 31, 2012. 

Flows into tax-exempt money market funds were positive by $17 million in the week ended March 4 as total net assets only increased to $278.79 billion, according to The Money Fund Report, a service of iMoneyNet.com.

For the first time in nine weeks, muni bond funds that report flows weekly recorded outflows for the week of March 6, at $97 million.

OppenheimerFunds has launched the Diversified Alternatives Fund (ODAAX), a fund of funds that has exposure to the firm’s alternative mutual funds.

Total money market mutual fund assets dropped by $16.70 billion to $2.646 trillion for the week ended Wednesday, March 6, according to the Investment Company Institute.

Morningstar has handed out some extra gold stars.

The SEC and the IRS have met to discuss tax implications if money-market mutual funds were to adopt a floating share price, two people familiar with the talks said.

The Touchstone Global Real Estate Fund is getting a new sub-advisor.