-
While exchange-traded funds have been one of the biggest-selling mutual fund categories, small, niche products are finding it hard to make a go of it. Of the 129 new exchange-traded funds introduced this year, 37, or 28%, are already closed.
October 4 -
With investors consistently and rather alarmingly rushing to the exits of equity mutual funds ever since the May 6 Flash Crash-shareholders have yanked $72.9 billion out of stock funds-asset managers are aggressively reducing fees at an unprecedented rate.
October 4 -
James Lam & Associates, enterprise risk management
October 4 -
Loomis Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund, which will invest in a variety of asset classes around the world, including derivatives, commodities and REITs, to combat all types of inflationary environments, including: inflation, debtflation, stagflation and deflation.
October 4 -
Latin America and Asia are now an integral part of large funds bond and equity strategies.
October 1 -
A closer examination of why (and why not) annuities belong in a 401(k) plan.
October 1
-
UMB Financial Corp. has added a leg to its distribution structure for health savings accounts.
September 30 -
Boston firm brings its institutional strategies to high-net worth individuals.
September 30 -
Equity funds continue to lose assets, with redemptions totaling $1.9 billion in the week ended Sept. 22.
September 30 -
Long-term mutual funds took in an estimated $5.75 billion in the week ended Sept. 22, the Investment Company Institute said Wednesday.
September 29 -
The new rules permit mutual funds to earn income from commodities.
September 29 -
Thirty percent of mutual fund owners are willing to take substantial or above-average risk, ICI reports.
September 29 -
ING Investment Management Americas is launching a globally focused fixed-income fund that is expected to outperform market benchmarks by investing in debt securities for its institutional clients, the firm said Tuesday.
September 29 -
The Basel III bank capital requirements proposed earlier this month threaten to eviscerate the supply of eligible investments for tax-free money market funds — an industry already struggling with a severe supply shortage.
September 28 -
Putnam Investments announced Monday it launched a suite of multi-cap equity funds.
September 28 -
Temenos said late Monday that it will acquire Odyssey Financial Technologies, a supplier of front- and middle-office software for private banking, wealth management and investment management.
September 28 -
The funds, which mark the latest enhancement to the Boston investment managers equity products, are designed to provide exposure to the full array of U.S. stocks within the value, core/blend and growth style universes.
September 27 -
Sophis said it established a partnership with a cluster, grid and cloud management software firm, to help investment managers disribute "resource-hungry" calculations such as risk simulations.
September 27 -
Most hedge fund categories saw fund outflows through the first seven months of this year, except corporate action and non-trend funds.
September 27 -
Vanguard Group plans to simplify its Target Retirement Funds and certain other funds-of-funds in an effort to improve the products international diversification.
September 27




