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ALTERNATIVES OCT 01, 2008
Hedge industry grapples with short-selling ban

As the stock market continues its pattern of record-level volatility, the hedge fund industry stands perplexed over a targeted ban on short selling that was supposed to help the markets find some equilibrium.

ALTERNATIVES OCT 01, 2008
Equity REITS trounce markets

Equity real estate investment trusts continue to outperform the broader market in today’s volatile environment.

MUTUAL FUNDS OCT 01, 2008
Putnam joins money market guaranty program

“Putnam’s money market funds have maintained their $1 share price ... however the program is well worth the peace of mind we hope it provides investors,” Robert L. Reynolds, president and chief executive, said in a statement.

ALTERNATIVES OCT 01, 2008
Funds grudgingly comply with Form SH

Complying with a new rule known as Form SH, the first 1,700 money managers, mostly hedge funds, fell in line yesterday by filing their respective short positions with the Securities and Exchange Commission.

ALTERNATIVES OCT 01, 2008
Massive hedge fund redemptions feared

The $2 trillion hedge fund industry could be forced to unwind and liquidate major positions in an effort to meet what is expected to be above-average levels of investor redemption requests.

ALTERNATIVES SEP 30, 2008
Double-digit declines plague home price tags

The S&P/Case-Shiller 20-City Composite Home Price Index, which tracks home values in 20 major U.S. cities, tumbled 16.3% in July from the same month a year earlier.

MUTUAL FUNDS SEP 30, 2008
Mitsubishi loses, regains $506M on Morgan

One week after buying a 21% stake in Morgan Stanley, Mitsubishi UFJ Financial Group Inc. took a $506 million paper loss as a result of the extreme drop in the markets following Congress’ rejection of a $700 billion bailout package yesterday, according to Bloomberg.

MUTUAL FUNDS SEP 30, 2008
Reserve to liquidate $20 billion Primary Fund

Reserve Management Co. Inc of New York said yesterday that its board has voted to liquidate the $20 billion in assets of the Primary Fund (RPRXX), which will be distributed on Oct. 13.

EQUITIES SEP 29, 2008
Investors flocked to domestic equities in August

Stock and bond mutual funds experienced a net inflow of $401 million in August, representing a turnaround from last year at the same time when the funds experienced a net outflow of $1.1 billion.

ETFS SEP 28, 2008
Short-selling ban creates potential ETF quirk: Premiums and discounts

Investors trained to believe that exchange traded funds don't trade at premiums or discounts to their net asset value might be in for a surprise.

MUTUAL FUNDS SEP 28, 2008
Calvert Group to offer SAGE mutual funds

The Calvert Group Ltd. is looking to broaden its market and expand socially conscious investment policies with a new series of funds.

RETIREMENT PLANNING SEP 28, 2008
Investors clamor for ETFs in retirement account

Investors who maintain self-directed 401(k) accounts or individual retirement accounts are increasing their investments in exchange traded funds.

MUTUAL FUNDS SEP 28, 2008
Cronin exits Putnam; more changes expected

The departure last week of Kevin Cronin as head of investments at Putnam Investments is a sign of more change to come at the beleaguered mutual fund company, some observers say.

MUTUAL FUNDS SEP 28, 2008
Fund focuses on precise value

In times like these, when the equity markets swing wildly and just about everything can look cheap from certain angles, the focus on value has to be especially precise.

MUTUAL FUNDS SEP 28, 2008
Stock lending isn't worth the money for now, some mutual funds decide

Some mutual fund companies are deciding that the cash their funds earn from lending stocks doesn't justify the risk in light of unpredictable markets and the Securities and Exchange Commission's crackdown on short sales of selected financial stocks.

MUTUAL FUNDS SEP 26, 2008
Ameriprise resists bailout of subsidiary clients

Ameriprise Financial Inc. has no immediate plans to bail out clients of advisers of its independent broker-dealer subsidiary, Securities America Inc., which saw $60 million erased last week when a giant money market fund, the Reserve Primary Fund, “broke the buck."

EQUITIES SEP 26, 2008
Financial intermediaries drawn to equity funds

Despite the volatility of the markets in recent weeks, nearly a third of financial intermediaries are choosing to invest more in equity funds, according to a new survey.

EQUITIES SEP 26, 2008
BlackRock's Doll bullish on domestic equity

“Domestic equity has the highest predictability of earnings, and the lowest volatility. No other country comes close to the U.S. in terms of aggressiveness in monetary policy.”

ALTERNATIVES SEP 25, 2008
Hedge fund manager convicted of fraud

The head of Lancer Management Group LLC and Lancer Management Group II LLC has been found guilty of overstating the hedge funds’ valuations, manipulating the prices of seven securities and falsely representing the funds’ holdings in newsletters.

MUTUAL FUNDS SEP 25, 2008
Federated buys Putnam fund's investments

Under the agreement, the Putnam fund purchased shares in Federated fund with cash and portfolio securities valued at $12.3 billion, said Putnam spokeswoman Laura McNamara.