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Ever wonder how a Morningstar analyst develops a mutual fund rating? The process can take as long as six weeks and involves a littany of questions about people, process, parent, performance and price.
June 21 -
Ever wonder how a Morningstar analyst develops a mutual fund rating?
June 21 -
For the week ended June 13, investors placed an estimated $5.46 billion into virtually all categories of mutual funds, more than compensating for the previous weeks $1.55 billion outflow.
June 20
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On June 20, 2012, Deutsche Bank concluded its exclusive negotiations with Guggenheim Partners over a potential sale of RREEF, its global alternative asset management business.
June 20 -
On June 20, 2012, Omaha, Nebraska-based Catalyst Funds launched what it touts as the first legal insider trading mutual fund.
June 20 -
On June 20, 2012, Callan added John P. Jackson to its Fund Sponsor Consulting group as senior vice president, effective June 18.
June 20 -
On June 20, 2012, if money market mutual funds shift to a floating net asset value, impose redemption holdbacks or seek additional reserve capital through fees, corporations say they would stop investing in these vehicles and most likely reduce or fully liquidate their holdings, according to data released today by the Association for Financial Professionals.
June 20 -
On June 20, 2012, Prudential Financial, Inc. unveiled several key leadership appointments in the U.S. and Japan, effective immediately.
June 20 -
The Foreign Account Tax Compliance Act (FATCA) is likely to radically alter how asset managers conduct business on a global scale.
June 20 -
On June 19, 2012, alternative mutual fund Pyxis Capital named J. Bradley Ross as its new president to replace outgoing former president Joe Dougherty.
June 19 -
On June 19, 2012, Invesco hired OneTick OneMarketData to perform customized transaction cost analysis analytics on its executions.
June 19 -
On June 19, 2012, State Street Global Advisors began trading the SPDR BofA Merrill Lynch Crossover Corporate Bond ETF (XOVR) and the SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD) began trading on the NYSE Arca.
June 19 -
On June 19, 2012, J.P. Morgan Asset Management launched a multi-asset unit headed by Seth Bernstein, who will oversee the new effort as Global Head of Asset Management Solutions, reporting to Mary Erdoes, CEO of J.P. Morgan Asset Management, according to an internal memo.
June 19 -
On June 19, 2012, Fidelity Investments sent a letter to the European Commission on its Green Paper on Shadow Banking detailing the Commissions use of the term as confusing and misleading.
June 19 -
On June 19, 2012, Huntington Asset Advisors, Inc. revealed that it is launching actively-managed ETFs via its new ETF family, Huntington Strategy Shares.
June 19 -
Change is in the air for one of the world's oldest asset management fund shops.
June 19 -
On June 19, 2012, additional regulation of money-market mutual funds could increase short-term borrowing costs for state and local governments, leading municipalities to raise taxes or cut spending on infrastructure and other critical projects, according to a paper released Monday by a Georgetown University professor.
June 19 -
Yes, Washington, D.C., there is a market where large blocks of stock get traded. It's called Liquidnet.
June 19 -
On June 18, 2012, Eileen Rominger, Director of the Division of Investment Management at the Securities and Exchange Commission, will be retiring in July.
June 18 -
On June 18, 2012, change is in the air for one of the world's oldest asset management fund shops.
June 18
