Investing

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ALTERNATIVES NOV 02, 2008
Single-family offices moving forward on hedge funds

Advisers for ultrawealthy investors are bullish on hedge funds, with many planning to increase their allocations to the alternative investments next year, according to a new study.

MUTUAL FUNDS NOV 02, 2008
Two community funds doing well

They aren't necessarily the first mutual funds that come to mind as a place to take cover during turbulent markets, but two funds that invest in mortgage-backed securities with an eye towards community development are doing relatively well.

MUTUAL FUNDS NOV 02, 2008
Foreign stocks hit with one-two punch

Advisers are struggling to deal with clients' exposure to foreign stocks.

MUTUAL FUNDS NOV 02, 2008
To cushion tax shock, advisers urged to act

As mutual fund investors brace for a likely double whammy of negative performance, coupled with above-average income and capital gains distributions, financial advisers are homing in on all manner of tax management to try to cushion the blow and add some value in a dismal market environment.

ALTERNATIVES NOV 02, 2008
SIFMA to sue if short-sale vote wins

The Securities Industry and Financial Market Association will file a lawsuit against South Dakota if voters there approve a ballot initiative tomorrow that the group claims would effectively ban all short selling.

MUTUAL FUNDS NOV 02, 2008
Fund managers shift focus to risk

Recent market volatility is forcing mutual fund managers to pay more attention to how much risk they are taking in their portfolios and to focus more on balance sheets.

ALTERNATIVES OCT 31, 2008
DTCC to publish weekly data on swaps

The Depository Trust and Clearing Corp. today announced that starting Tuesday, it will publish weekly aggregate market data from the Trade Information Warehouse it maintains on credit derivatives.

ALTERNATIVES OCT 31, 2008
Deephaven freezes $1.6 billion hedge fund

The Minnetonka, Minn.-based fund’s chief executive, Colin Smith, said in a letter to investors that the current pace of redemption requests could hurt “both continuing and later redeeming investors."

MUTUAL FUNDS OCT 31, 2008
First payouts made to Primary Fund shareholders

The Reserve Management Co. Inc. of New York today completed the first wave of distributions to shareholders from the liquidation of the Primary Fund.

MUTUAL FUNDS OCT 31, 2008
Investors cash out $21.9 billion from funds

Investors pulled $21.9 billion out of stock and bond mutual funds in September, according to estimates from the Financial Research Corp. of Boston.

ALTERNATIVES OCT 31, 2008
For 7.5 million, mortgages outweigh home values

More than 7.5 million Americans at the end of September owed more in loans than their house was worth, according to a report by First American CoreLogic Inc. of Santa Ana, Calif.

MUTUAL FUNDS OCT 29, 2008
Mutual funds must file rule exemptions online

Mutual funds and other companies that seek regulatory-rule exemptions will have to submit their applications electronically under a rule adopted today by the Securities and Exchange Commission.

MUTUAL FUNDS OCT 29, 2008
The Reserve Fund’s PR gaffe

The Reserve’s handling of its communications surrounding the financial problems, unfortunately, earn a grade of less than a gentleman’s “C.”

ESG OCT 28, 2008
Firms join to make socially conscious indexes

KLD Research & Analytics Inc. and FTSE Group today announced a strategic partnership designed to offer a comprehensive offering of environmental, social and governance research and indexes.

ALTERNATIVES OCT 28, 2008
Home prices continue race to bottom

The residential real estate market continued to struggle in August with home prices tumbling at a record pace during the month, according to the Standard &Poor’s/Case-Shiller Home Price Index that was released today.

ALTERNATIVES OCT 28, 2008
Report: Deutsche lost $400M in equity derivatives

Deutsche Bank AG lost more than $400 million on equity derivatives as the stock markets fell in the wake of the financial crisis, two people familiar with the matter told Bloomberg.

ALTERNATIVES OCT 27, 2008
New-home sales rise in September

The latest data from the Department of Commerce indicate sales of new single-family homes rose slightly in September from August while average home prices fell to their lowest level in almost three years.

MUTUAL FUNDS OCT 26, 2008
Guided by the stars

At least one portfolio manager claims to be staying one step ahead of the market mayhem, thanks to the stars.

FIXED INCOME OCT 26, 2008
Junk bonds seen as stock alternative for bargain hunters

It's understandable that bargain hunters are drawn to beaten-down stocks, but they may be doing themselves a disservice if they don't also consider junk bonds

MUTUAL FUNDS OCT 26, 2008
Risk becoming Fund managers to focus on risk, balance sheets

Recent market volatility is forcing mutual fund managers to pay more attention to how much risk they are taking in their portfolios and to focus more on balance sheets.