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ALTERNATIVES OCT 03, 2012
Alternative strategies: Addressing market risk – An alternative approach

This white paper, sponsored by Principal Funds, examines how alternative investment strategies can be used to hedge risk while seeking to achieve positive absolute returns during periods of extreme volatility.

ALTERNATIVES OCT 03, 2012
Where's the harm in hedge fund advertising?

A look at the ICI's predictable argument

ALTERNATIVES OCT 03, 2012
Let hedgies advertise? Fund firms are furious

The SEC's plan to let hedge funds advertise Reg D offerings isn't sitting well with the retail fund industry. Here's why.

High-yield munis on a roll, if you can stomach them
FIXED INCOME OCT 03, 2012
High-yield munis on a roll, if you can stomach them

High-yield municipal bond funds are getting a lot of love these days, thanks to their blistering performance and relatively high tax-free yields.

EQUITIES OCT 02, 2012
Chuck Royce: Five key questions for investors

Small-cap fund pioneer Chuck Royce answers five questions about the markets.

MUTUAL FUNDS OCT 02, 2012
Vanguard shrugs off iShares fee cuts

The 'cult of equity' isn't dying — it's going passive
ETFS OCT 02, 2012
The 'cult of equity' isn't dying — it's going passive

While investors have been pulling out of actively managed equity funds for years, the same can't be said for their passive managed counterparts

<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari
EQUITIES OCT 01, 2012
<font color=red>Live from FPA</font>: U.S. economy still weighed down by debt: Pimco's Kashkari

Progress has been made but more needs to be done, he tells FPA

MUTUAL FUNDS OCT 01, 2012
Frost takes a shot with natural resources

With global monetary policy setting the stage for devalued currencies and a looming inflationary cycle, last year was apparently a good time for Frost Investment Advisors LLC to take its natural resources strategy to retail class investors.

ALTERNATIVES OCT 01, 2012
Franklin Templeton further elevates alt offerings with K2 buy

Franklin Resources Inc. Ticker:(BEN) is taking another step into the alternatives universe with the acquisition of K2 Advisors Holdings LLC, a $9.3 billion funds-of-hedge-funds firm.

RETIREMENT PLANNING SEP 30, 2012
REIT dividends at issue in suit

MUTUAL FUNDS SEP 30, 2012
Why Bruce Berkowitz's bullish AIG stance is paying off

MUTUAL FUNDS SEP 30, 2012
Stock market correlation leads to 'closet' indexing

Maybe American Funds Growth Fund of America should be renamed American Funds Index Fund of America. The $115 billion fund, the largest equity mutual fund in the world, is tracking its benchmark more closely than ever before — and it is not alone.

MUTUAL FUNDS SEP 30, 2012
Passive target date funds are picking up the pace

EQUITIES SEP 30, 2012
Fund seeks less volatility

EQUITIES SEP 30, 2012
Extracting value is suddenly hard

ALTERNATIVES SEP 28, 2012
Annaly founder Michael Farrell dies after cancer diagnosed

Fund manager built Annaly Capital Management into the world's largest mortgage REIT

Gundlach's home hit in $10M heist: Report
FIXED INCOME SEP 28, 2012
Gundlach's home hit in $10M heist: Report

Bond fund manager said to have paintings, watches, Porsche and other valuables stolen

J.P. Morgan set to kick down the 401(k) door for ETFs
ETFS SEP 27, 2012
J.P. Morgan set to kick down the 401(k) door for ETFs

Company plans to launch a series of target date funds that blend active and passive strategies

ALTERNATIVES SEP 27, 2012
Acquisition will give Oppenheimer foothold in MLP space

OppenheimerFunds announced plans to acquire SteelPathCapital, which has $2.6 billion in assets and a seven-year track record in the master limited patnership space.