Mutual funds

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.

Jeffrey C. Boucek has joined Segal Rogerscasey’s Atlanta office as senior vice president, focusing on consulting, client relationship management and new business development.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

WASHINGTON, D.C. - Mary L. Schapiro did not 'break the buck' at the annual membership meeting of the Investment Company Institute.

Over the past year, nearly 70 mutual funds have snapped up pre-IPO shares of Facebook on private markets ahead of its IPO today, CNNMoney reports.

On May 18, 201, Invesco’s Small Companies Fund will change its name to...

Andrew Engel, a portfolio manager at Minneapolis-based Leuthold Weeden Capital Management, passed away on May 9, according to the firm.

Over the past year, nearly 70 mutual funds have snapped up pre-IPO shares of Facebook on private markets ahead of its IPO today, CNNMoney reports.

On May 18, 2012, Investors snubbed U.S. stock mutual funds yet again, according to the latest statistics from the Investment Company Institute.

On May 18, 2012, The Hartford unveils its latest chief investment officer.

Altegris Advisors has launched the Altegris Equity Long Short Fund (ELSAX), designed to generate and capture alpha on the long and short side of the equity markets, predominantly US stocks.

On May 17, 2012, Brendan Clark was named president of Clark Capital Management Group, taking over for his father, Harry Clark, who founded the firm and will continue as chairman and chief executive officer.

On May 17, 2012, Altegris Advisors has launched the Altegris Equity Long Short Fund (ELSAX), designed to generate and capture alpha on the long and short side of the equity markets, predominantly US stocks.

Requiring money market fund advisers to hold capital to support their money market funds would fundamentally change the nature of these funds, according to a new study by the Investment Company Institute released today.

On May 17, 2012, Denver-based UAT Inc., a financial services technology firm specializing in the externally managed and sub-advised industry, has hired Ken Paieski as a partner.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.

On May 16, 2012, institutional investors say they're increasingly turning to exchange-traded funds for their investment needs, according to a new Greenwich Associates study.