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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.

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.