Investments

The Net Asset Value of … Stocks

With the rise of omnibus accounting, the details of trades and positions can get buried. The ‘next frontier’: Determining how much to disclose to funds and their boards and how to disclose it.

Who's got the best mutual fund family of 2012?

Fund distributors are seeing the ‘best flows in years,’’ according to Sandy Motusesky, director of investment solutions at Pershing.

Forward Management has added two investment analysts to their global healthcare investment team. 

Vanguard Group’s chief executive, Bill McNabb, twice has taken to the keyboard to respond to customers on Twitter and Facebook.

You can train people in your organization to think about you in the way you want, if you define yourself in three adjectives and consistently back it up, said Carla Harris of Morgan Stanley Investment Management at NICSAyou can train people to think about you the wayyou want people to think about you.

The fund services unit of Citigroup said it will begin testing a custody program that it says will shave a day off the time it takes to settle trades or process notices of corporate actions.

Money market mutual fund assets dropped by $3.67 billion to $2.691 trillion for the week ended Wednesday, February 6, according to the Investment Company Institute.

Municipal coffers are recovering, but many bond investors still favor revenue bonds, particularly the essential purpose variety, over their general obligation brethren.

NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.

The outlook for the asset management industry in 2013 is strikingly more positive than it has been in years.

Fidelity Financial Advisor Solutions, the Defined Contribution Investment Only unit of Fidelity Investments, is looking to grow its team of wholesalers.

Alert! Stock funds gained assets four weeks in a row, picking up $20.7 billion through January 30.

NICSA's 31st Annual Conference and Expo will have a keen focus on distribution and operational issues, according to president Theresa Hamacher.

Adoption and education.

Money market mutual fund assets dropped by $3.67 billion to $2.691 trillion for the week ended Wednesday, February 6, according to the Investment Company Institute.

ALPS Advisors is currently prepping the Barron’s 400 ETF to launch within the next few months.

The Board of Trustees of Aberdeen Asset Management has approved a proposal to close the Aberdeen Emerging Markets Fund on February 22, according to a regulatory filing.

A 5-Star ETF from ProShares Advisors has gotten a nice head-to-toe shakeup.