Investing

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MUTUAL FUNDS OCT 19, 2009
Skin deep: Most portfolio managers avoiding their own funds

So much for having some skin in the game. While investors typically like to see that mutual fund managers are eating a bit of their own cooking and investing in the funds they run, it turns out that the majority of fund managers actually do not have a single dollar of their personal assets in their funds.

MUTUAL FUNDS OCT 18, 2009
Fund expenses don't hurt returns, study finds

Mutual fund fees have no effect on shareholder returns, according to research from D. Bruce Johnsen, a professor at George Mason University School of Law.

MUTUAL FUNDS OCT 18, 2009
Fund inflows are two-edged sword

Cash flowing into mutual funds — particularly bond funds — at a record pace is a welcome turn of events for the fund industry, but it could end up hurting fund companies to the extent that flows are the result of investors' chasing returns.

LIFE INSURANCE AND ANNUITIES OCT 18, 2009
Firms eye embedded guarantees to lure advisers

Many firms, including Pimco, Russell Investments and John Hancock, are planning or discussing the addition of guarantees to their mutual funds to provide scared investors with a floor on their investments, but advisers are skeptical about such promises.

ALTERNATIVES OCT 18, 2009
Inland Western struggles to pay down debt

One REIT sponsor attracting attention recently from independent broker-dealers is The Inland Real Estate Group of Companies Inc., which sponsors five publicly traded and non-traded REITs.

MUTUAL FUNDS OCT 16, 2009
Four in five investors misusing target date funds, AllianceBernstein study finds

Target date fund investors may be happy with their plans — but they don't seem to be using them properly, according to a new study by AllianceBernstein LP.

ALTERNATIVES OCT 16, 2009
Fund manager, one of world's wealthiest people, busted in $20M insider-trading ring

Federal authorities have arrested six people in a hedge fund insider trading case that they say led to $20 million in illegal profits.

FIXED INCOME OCT 15, 2009
Payden & Rygel's bond chief, Kristin Ceva: Emerging-markets debt still rife with opportunities

With the stock market rallying for nearly eight months, it might be easy to overlook the opportunities in the credit markets, according to Kristin Ceva, head of global fixed-income investing at Payden & Rygel.

ETFS OCT 14, 2009
Rodney Johnson, manager of Dent Tactical ETF, embraces rally — skeptically

Embracing the stock market's seven-month rally comes with some mixed emotions for Rodney Johnson, manager of the Dent Tactical ETF (DENT).

MUTUAL FUNDS OCT 14, 2009
Next run on money market funds could kill industry, SEC official says

If money market funds experience another run similar to the one that happened in September 2008, the money fund industry is unlikely to survive in its current form, according to an SEC official who has done extensive work on money fund regulation.

ALTERNATIVES OCT 14, 2009
Bear Stearns hedge fund managers set to face the fire

Two former Bear Stearns hedge fund managers are on trial in one of the few criminal cases brought against Wall Street executives in connection with the collapse of the housing market.

MUTUAL FUNDS OCT 13, 2009
Morningstar: Mutual fund assets surge in 3Q, but American Funds still saw outflows

While the third quarter proved to be a big comeback month for inflows into open-ended mutual funds overall, one mutual fund behemoth continued to bleed assets, according to a report today from Morningstar Inc.

MUTUAL FUNDS OCT 12, 2009
Mutual fund fees don't put the squeeze on returns, study finds

Mutual fund fees have no effect on shareholder returns, according to research from D. Bruce Johnsen, a professor at George Mason University School of Law.

ALTERNATIVES OCT 12, 2009
Lionel Pincus, Warburg Pincus founder, dies

Lionel Pincus, founder and chairman of New York-based private equity firm Warburg Pincus, has died, according to a spokesman for his longtime partner, Princess Firyal of Jordan. He was 78.

ALTERNATIVES OCT 11, 2009
Endowments' results may be worse than reported

The dismal recent performance by the endowment funds of several Ivy League universities has dimmed the luster of the funds' managers.

MUTUAL FUNDS OCT 11, 2009
Fund firms profile behavior of advisers

FIXED INCOME OCT 11, 2009
High-yield bonds attract flows

High-yield bonds have given stocks a run for investors' money this year, and a tepid U.S. economic recovery could keep institutional money flowing to that corner of the credit market, according to some market watchers.

FIXED INCOME OCT 11, 2009
Bond issuance a debtor's prison

It has gotten easier for corporations to issue bonds, but it is still mighty expensive for companies with outstanding debt that don't have a great credit rating.

MUTUAL FUNDS OCT 09, 2009
Manager of $3.6B Thornburg fund to step down

William Fries will step down as co-manager of the $3.6 billion Thornburg Value Fund (TVAFX), on Jan. 1, according to a statement released today by Thornburg Investment Management Inc.

MUTUAL FUNDS OCT 09, 2009
Mutual fund giants start using terrorist identification tactic to target financial advisers

Law enforcement uses behavioral profiling to identify terrorists, and now mutual fund companies are starting to apply the methodology to financial advisers to target sales and marketing efforts more effectively.