Investing

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ETFS SEP 21, 2011
<font color=red> At Morningstar </font> Clients eager to use ETFs — but don't understand them

Survey reveals real interest in purchasing exchange-traded funds and real ignorance about exchange-traded funds

<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> ETF managed portfolios to get ratings system

<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel
ETFS SEP 21, 2011
<font color=red>At Morningstar</font> Advisers in need of some ETF schooling: Panel

Financial advisers a bit lost as exchange-traded funds evolve; more changes to come, too

ETFS SEP 21, 2011
Commodity ETFs boosting correlation between raw materials, stocks

ALTERNATIVES SEP 21, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

EMERGING MARKETS SEP 21, 2011
'Pain for progress': Pan-euro bonds inevitable

Unofficial proposals to create government debt backed by the entire 17-member eurozone would produce a massive bond market, similar in size, liquidity and quality to the $7.3 trillion U.S. Treasury market

EQUITIES SEP 21, 2011
Gross favors investments outside U.S., Europe

The global economic crisis is leading to a possible “developed economy” recession in Europe and the United States that may be hard to alleviate, according to Pacific Investment Management Co. LLC's Bill Gross

ALTERNATIVES SEP 21, 2011
ETF providers amend filings to assuage SEC's concerns

Firms set to offer active funds promise not to use derivatives

Bond buyers in the dark about broker markups — and not happy about it
FIXED INCOME SEP 14, 2011
Bond buyers in the dark about broker markups — and not happy about it

Most think the average add on is about $6; it's not

BlackRock expresses real concern over synthetics in ETFs
ETFS SEP 14, 2011
BlackRock expresses real concern over synthetics in ETFs

Asset manager issues proposal to reform exchange-traded-fund industry

Burned once, Northern Trust re-enters ETF fray
MUTUAL FUNDS SEP 14, 2011
Burned once, Northern Trust re-enters ETF fray

Custodian floats four exchange-traded funds; nixed all 17 country funds in 2009

What's BlackRock buying now?
FIXED INCOME SEP 14, 2011
What's BlackRock buying now?

Asset manager buying a boat load on junk bonds; yield ahead

Muni regulator puts pay to play, other proposals on hold
FIXED INCOME SEP 14, 2011
Muni regulator puts pay to play, other proposals on hold

The Municipal Securities Rulemaking Board has yanked all six of its proposed rules covering municipal advisers today, triggered by worries about the Securities and Exchange Commission's proposed definition of a municipal adviser.

Pimco's Kashkari says now is the time to stock up on equities
EQUITIES SEP 14, 2011
Pimco's Kashkari says now is the time to stock up on equities

Pacific Investment Management Co.'s Neel Kashkari said investors should buy equities because valuations, income growth and dividends show the asset class is attractive.

EQUITIES SEP 14, 2011
LPL to lower fees on ETFs and stocks

ETFS SEP 14, 2011
The top-selling ETF strategies? Investors seeking risk for reward

Asia local debt, managed futures and senior loans were among the top-selling strategies among new ETFs in the year's first half, a sign that investors are turning to more complicated — and in some instances riskier — asset classes to seek returns in today's markets

June's sum of U.S. equity fund outflows, index fund inflows highest since '09
EQUITIES SEP 14, 2011
June's sum of U.S. equity fund outflows, index fund inflows highest since '09

June's combination of flows out of active U.S. equity funds and into index funds was the highest since '09

Top 25 DC fund managers show 17% increase from 2009
MUTUAL FUNDS SEP 14, 2011
Top 25 DC fund managers show 17% increase from 2009

The 25 defined-contribution money managers with the most mutual fund assets reported a combined total of $1.606 trillion as of Dec. 31, up 17% from a year earlier, according to sister publication Pensions & Investments' annual survey

Buffett Lite fund vaults to top by lightening up on Buffett
MUTUAL FUNDS SEP 13, 2011
Buffett Lite fund vaults to top by lightening up on Buffett

Sequoia branched out by slashing its holdings in Berkshire, then reinvesting the cash; up 14% in 2011

LIFE INSURANCE AND ANNUITIES SEP 11, 2011
More catastrophe bonds likely with investor demand strong

The catastrophe bond market appears set to rebound during the second half this year despite a slower pace during the first half