Investing

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MUTUAL FUNDS SEP 10, 2009
S&P targets advisers with souped-up mutual fund research

Standard & Poor's today announced that it has upgraded its open-end mutual fund research product for financial advisers and their clients.

MUTUAL FUNDS SEP 10, 2009
Money market fund guarantee program to end

The Obama administration said today that a program used to guarantee as much as $3 trillion in money market mutual fund assets will end on schedule next week.

MUTUAL FUNDS SEP 09, 2009
Observers shrug off SEC's proposed money fund rules, saying they won't 'cripple' the industry

The Securities and Exchange Commission's proposed rule changes for money market mutual funds are not likely to have a negative impact on the $3.55 trillion industry, experts say. Still, if the SEC responds to calls to alter its proposed changes, it could wind up affecting money managers' ability to deliver yield.

MUTUAL FUNDS SEP 09, 2009
Money funds and floating NAVs: What it means for advisers

Autumn's first chill is yet to be felt, but a stiff breeze is blowing in the direction of the $3.5 trillion money market fund business.

ALTERNATIVES SEP 09, 2009
BofA, Citigroup, Goldman Sachs JPMorgan and others commit to derivatives targets

Fifteen big banks that dominate worldwide trading of derivatives have committed to greater transparency in a $600 trillion market that regulators say needs stricter oversight to protect the global financial system.

ETFS SEP 09, 2009
How regulators piled onto the ETF controversy

ETFS SEP 09, 2009
Leveraged and inverse ETFs: What's the fuss?

ETFS SEP 09, 2009
Pimco's Bill Gross to address financial advisers at InvestmentNews' ETF Insights online event

Bill Gross, managing director and co-chief investment officer at Pacific Investment Management Co., will deliver the keynote address at InvestmentNews' ETF Insights online conference for financial advisers, which will explore the latest developments in exchange-traded funds.

ETFS SEP 09, 2009
Exotic ETF outcry: Much ado about nothing?

When it comes to leveraged and inverse ETFs, seemingly every regulator and influential brokerage firm has recently voiced the opinion that these exotic vehicles - which can double or triple the returns (or short the losses) of a market index - are inappropriate for individual investors.

ALTERNATIVES SEP 08, 2009
Fairfield Greenwich to pay $8M to clients burned by Madoff scam

Fairfield Greenwich Advisors LLC and Fairfield Greenwich Ltd. were slapped with a $500,000 fine today and ordered to pay restitution of $8 million to Massachusetts investors who placed their money into a hedge fund that was invested with convicted swindler Bernard L. Madoff.

MUTUAL FUNDS SEP 08, 2009
Fund watchdogs blast SEC on money market proposal

The SEC has not provided enough proof to support its own proposal to ban second-tier securities from money market funds, Fund Democracy Inc. and the Consumer Federation of America said today in a comment letter.

ETFS SEP 08, 2009
Posing threat to mutual funds, ETF assets expected to hit $1T before 2011, report says

Exchange-traded funds are poised to take a bite out of traditional mutual funds and are expected to grow from just over half a trillion dollars to $1 trillion before 2011, according to a soon-to-be-released report.

ALTERNATIVES SEP 08, 2009
Hedge funds lagged markets but still drew $4.5B in August

Hedge funds were outperformed by some of the major market indexes in August but still attracted $4.5 billion in net inflows last month — double the flows recorded in July, according to consulting firms Hennessee Group LLC and Eurekahedge Pte Ltd..

MUTUAL FUNDS SEP 08, 2009
Pimco files for patent on new managed-payout funds

Treasury inflation-protected securities are the underlying investments of two managed-payout funds launched today by Pacific Investment Management Co. LLC that are designed to provide retirees with systematic income distributions — a strategy so unique that Pimco has filed for patent protection.

MUTUAL FUNDS SEP 06, 2009
American Funds sets vote on anti-genocide resolution

For the first time, American Funds shareholders this fall will be voting on whether to ask the boards of directors of 16 funds to institute a divestment policy against companies that do business in countries that practice genocide or tolerate crimes against humanity.

MUTUAL FUNDS SEP 06, 2009
Emerging-markets bonds will outperform other fixed-income categories, experts predict

If the bull market in bonds is coming to an end, emerging markets may be one place where fixed-income investors can take refuge.

FIXED INCOME SEP 06, 2009
Heavy government borrowing, inflationary policies to cut bond prices

The three-decade overall bull market in bonds is dead — and though there are opportunities in some corporate and emerging-markets bonds, the easy money has been made.

MUTUAL FUNDS SEP 04, 2009
ICI backs Gartenberg standard on fees in Supreme Court case

The Investment Company Institute filed a brief yesterday urging the U.S. Supreme Court to endorse the longtime Gartenberg standard for evaluating claims that a mutual fund's investment advisers have received excessive compensation.

ETFS SEP 04, 2009
Jefferies, Manulife venture into the ETF market

Two major financial services firms — an investment banking company and a an insurer — have revealed their intentions to get into the exchange-traded fund business.

MUTUAL FUNDS SEP 04, 2009
Floating NAV for money market funds is not seaworthy, critics say

Industry watchers are skeptical of plans by DWS Investments to launch a money market fund that does not seek to maintain a stable share price of $1.