Sue Asci

Boston Bureau Reporter at Investment News. Connect with her on LinkedIn.

Sue Asci
Displaying 196 results
INVESTING MUTUAL FUNDS SEP 25, 2009
Going global: Investors hungry for more risk are now looking overseas

Emerging-markets equity and bond funds, along with global bond funds, experienced substantial inflows over the last week, an indication that investors are now moving farther out on the risk curve, according to a report from Emerging Portfolio Fund Research Inc.

INVESTING MUTUAL FUNDS SEP 23, 2009
Lord Abbett exits bundled 401(k) biz, handing off $1.2B to the Hartford

Lord, Abbett & Co. LLC is exiting the business of offering bundled 401 (k) plans — and has agreed to transition its nearly $1.2 billion in 401(k) assets to The Hartford Financial Services Group Inc.

INVESTING MUTUAL FUNDS SEP 22, 2009
Putnam adjusts target date slate, unveils new hybrid strategy

Putnam Investments of Boston today tweaked its slate of target date funds, and unveiled a new hybrid strategy across its platform of retirement fund offerings.

INVESTING MUTUAL FUNDS SEP 22, 2009
Mass. regulator fighting clawbacks from investors who bailed on The Reserve Primary Fund

Massachusetts Secretary of the Commonwealth William Galvin's Division of Securities sent a letter yesterday to Judge Paul Gardephe of the U.S. District Court for the Southern District of New York to oppose any proposals to “claw back” money from investors in The Reserve Primary Fund who withdrew their investment just prior to the fund's closure.

INVESTING MUTUAL FUNDS SEP 20, 2009
William Danoff

Not many mutual fund managers have a 19-year tenure on a fund, and only a handful of them were able to outperform their peers in all three major bear markets of the past two decades.

INVESTING MUTUAL FUNDS SEP 20, 2009
John Hussman

Despite the challenges of the epic market downturn of 2008, the $1.1 billion Hussman Strategic Total Return Fund delivered a positive return last year.

NEWS INDUSTRY NEWS SEP 18, 2009
Vanguard charitable fund sees 15% increase in contribution in '09

The Vanguard charitable fund has seen a double-digit increase in contributions this year, while comparable funds at Fidelity and Schwab didn't fare as well.

NEWS RIAS SEP 16, 2009
More assets, more attention: Asset managers zero in on RIAs

Asset managers are courting RIAs with a slew of marketing and education materials. Yet, advisers aren't always impressed with the outreach, according to a new survey from Morningstar and SwanDog.

NEWS INDUSTRY NEWS SEP 14, 2009
One and done: A year after the massive meltdown, some clients are still swearing off equities

One year after the fall of Lehman Brothers Holdings Inc. and the start of the financial meltdown, investors still appear to be anxious that a market collapse could happen again — and they're changing how they invest as a result.

INVESTING MUTUAL FUNDS SEP 13, 2009
A run for the money

Many consumers see value in investing in mutual funds no matter how bad the economy is, organizers of a unique road race have found.