David Hoffman

David Hoffman
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INVESTING MUTUAL FUNDS SEP 13, 2009
Pimco files for patent on unique strategy employed by its funds

Treasury inflation-protected securities are the underlying investments of two managed-payout funds launched last Tuesday by Pacific Investment Management Co. LLC that are designed to provide retirees with systematic income distributions — a strategy so unique that Pimco has filed for patent protection.

INVESTING MUTUAL FUNDS SEP 10, 2009
S&P targets advisers with souped-up mutual fund research

Standard & Poor's today announced that it has upgraded its open-end mutual fund research product for financial advisers and their clients.

INVESTING ETFS SEP 08, 2009
Posing threat to mutual funds, ETF assets expected to hit $1T before 2011, report says

Exchange-traded funds are poised to take a bite out of traditional mutual funds and are expected to grow from just over half a trillion dollars to $1 trillion before 2011, according to a soon-to-be-released report.

INVESTING MUTUAL FUNDS SEP 06, 2009
Emerging-markets bonds will outperform other fixed-income categories, experts predict

If the bull market in bonds is coming to an end, emerging markets may be one place where fixed-income investors can take refuge.

INVESTING ETFS SEP 04, 2009
Jefferies, Manulife venture into the ETF market

Two major financial services firms — an investment banking company and a an insurer — have revealed their intentions to get into the exchange-traded fund business.

INVESTING MUTUAL FUNDS SEP 04, 2009
Floating NAV for money market funds is not seaworthy, critics say

Industry watchers are skeptical of plans by DWS Investments to launch a money market fund that does not seek to maintain a stable share price of $1.

INVESTING MUTUAL FUNDS SEP 01, 2009
Hartford Mutual Funds reopens Hartford MidCap Value Fund to new investors

The Hartford Mutual Funds today reopened the $185.2 million Hartford MidCap Value Fund (HMVAX) to new investors in an effort to capitalize on new investment opportunities and offset outflows.

INVESTING MUTUAL FUNDS AUG 31, 2009
Third Avenue Funds aims for extra credit

Third Avenue Management LLC of New York today launched a mutual fund that is able to invest in a mix of credits, including bank loans, and high-yield and distressed debt.

INVESTING ETFS AUG 24, 2009
Pimco unveils 1-5 year TIPS exchange traded fund

It is not the first exchange traded fund to invest in Treasury Inflation-Protected Securities, but the TIPS ETF launched today by Pacific Investment Management Co. of Newport Beach, Calif., may quickly become the fan favorite, according to a Morningstar anaylst.

INVESTING ALTERNATIVES AUG 23, 2009
Some fear brouhaha over ETFs could spill over

The Securities and Exchange Commission and the Commodity Futures Trading Commission inserted themselves into the debate surrounding controversial, non-traditional exchange traded funds last week — a debate that could harm the entire ETF sector, according to some industry insiders.