Investing

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ALTERNATIVES OCT 09, 2009
An alternative path: Former Morgan Stanley exec returns to Wall Street

Nearly two years after her ouster from Morgan Stanley, Zoe Cruz, the firm's former co-president, is now plotting to launch her own alternative investment shop.

MUTUAL FUNDS OCT 09, 2009
Money market mutual fund assets surge to $3.446T

Total money market mutual fund assets rose by $16.72 billion to $3.446 trillion for the week, the Investment Company Institute said Thursday.

MUTUAL FUNDS OCT 09, 2009
Franklin Resources assets jump $28B in one month

Mutual-fund manager Franklin Resources Inc. said Thursday it ended September with 3 percent more assets under management than at the same time a year earlier.

ETFS OCT 08, 2009
ETF assets surged last month, hit record $695B

Exchange-traded-fund assets reached an all-time high of $695 billion at the end of last month, according to data released today by State Street Global Advisors.

ALTERNATIVES OCT 08, 2009
Hedge funds on seven-month win streak, says HFR

Hedge funds produced positive returns for the seventh consecutive month in September, with the HFRI Fund Weighted Composite index gaining 3.02% for the month, according to data from Hedge Fund Research.

MUTUAL FUNDS OCT 07, 2009
Big deals are back: Large companies shedding asset managers, driving M&A activity

Larger financial institutions shedding their asset management business accounted for the bulk of mergers-and-acquisitions activities in the third quarter, a trend that will continue in the months ahead, according to a report today from the financial-institutions group of Jefferies & Co. Inc.

MUTUAL FUNDS OCT 07, 2009
Investors ignore fund costs, at their peril

A study by university researchers suggests the adage about horses not drinking even if you lead them to water is also true of mutual fund investors.

ETFS OCT 06, 2009
Grail Advisors to roll out two new actively managed ETFs

Grail Advisors LLC filed to offer two actively managed exchange traded funds: the Grail McDonnell Intermediate Municipal Bond ETF and the Grail McDonnell Core Taxable Bond ETF.

MUTUAL FUNDS OCT 05, 2009
Mutual fund companies dial up disclosures in advance of new regs, survey shows

The number of mutual fund firms sending out summary prospectuses is trending upward, as providers gear up for a new rule that will require more disclosures next year, according to data released today by NewRiver Inc.

ETFS OCT 05, 2009
Jefferies rolls out commodities ETF — with a twist

ETFS OCT 05, 2009
Barclays rolls out ETF-based charitable-giving program

Barclays Global Investors has launched the iShares Charitable Giving Program, which offers clients access to donor-advised funds using pools of its exchange-traded funds.

ALTERNATIVES OCT 04, 2009
Tax hikes may spell trouble for hedge funds

The Achilles heel of hedge funds — tax inefficiency — could soon send investors limping toward other options.

ETFS OCT 04, 2009
Muni ETFs gain popularity, but are they a good fit?

Exchange-traded funds that invest in municipal bonds are gaining in popularity, but some industry watchers think that mutual funds are a better option.

ALTERNATIVES OCT 02, 2009
Boston Fed head: Despite positive signs, high jobless rate will persist

Unemployment is expected to remain at elevated rates for the next two years, Boston Federal Reserve Bank president and chief executive Eric Rosengren said at a meeting of the Greater Boston Chamber of Commerce today.

ETFS OCT 02, 2009
ETFs gain popularity in muni market, but are they a good fit?

Exchange-traded funds that invest in municipal bonds are gaining in popularity, but some industry watchers believe that mutual funds are a better option.

EMERGING MARKETS OCT 01, 2009
Emerging markets: The next bubble to burst?

Emerging markets could be the next bubble to watch out for, but the doesn't mean the run is over yet, according to John-Paul Smith, chief strategist for Pictet Asset Management Ltd.

ETFS OCT 01, 2009
Mutual funds squeezed by competition from ETFs, pressure from distributors

Mutual fund companies are under more pressure to lower fund expenses at a time they're being squeezed by distributors for more cash, said speakers at a mutual fund conference today in Boston.

ETFS OCT 01, 2009
Grail set to kick off active ETFs

Trading will begin tomorrow on four actively managed exchange-traded funds launched by Grail Advisors LLC.

MUTUAL FUNDS SEP 30, 2009
Virtus gets more aggressive, revamps two funds

Virtus Investment Partners Inc. has received shareholder approval to convert two funds of mutual funds using target risk strategies into more aggressive sector rotation funds investing in exchange-traded funds.

ALTERNATIVES SEP 30, 2009
Homeowners in financial trouble often redefault

Lenders are ramping up efforts to avoid home foreclosures, but a report by bank regulators says more than half of borrowers who get help fall behind again.