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ETFS SEP 01, 2008
Improved regulatory climate helps propel ETFs' growth

With new products emerging and a streamlined global regulatory regime on the horizon, the scope and popularity of exchange traded funds is growing.

ALTERNATIVES SEP 01, 2008
Industrial REITs take hit as global economy slows

Despite consistently having generated above-average returns during much of the past six years, industrial real estate investment trusts, especially those with a global reach, are slipping along with the economy.

MUTUAL FUNDS SEP 01, 2008
DFA sees new international opportunities

To capitalize on international investing, Dimensional Fund Advisors LP has launched an international-equity fund despite comparatively stronger U.S. stock market performance.

MUTUAL FUNDS SEP 01, 2008
Mutual fund allots portion of fee to charity

Maybe this will make fund fees easier to bear. The Davlin Philanthropic Fund, which was launched in July, will donate one-half percentage point of its 1.65% expense ratio to charities picked by its investors.

MUTUAL FUNDS SEP 01, 2008
Muni death watch concerns advisers

Many financial advisers consider municipal bonds to be relatively safe investments, but that image took a hit last week when Jefferson County, Ala., moved a step closer to what could be the largest municipal bond default in U.S. history.

ESG SEP 01, 2008
Carbon trading set to expand in U.S.

With a shot at becoming a $1 trillion market in little more than a decade, carbon trading is poised to take a major step forward in the United States.

MUTUAL FUNDS SEP 01, 2008
Seeking balance sheet gold

The current uncertainty surrounding the equity markets and the overall economy, tied largely to the troubled banking industry, is playing right into the hands of Stephen Goddard, co-portfolio manager of the $80 million <b>AFBA 5 Star Balanced Fund </b>(AFSAX).

ETFS AUG 29, 2008
ETFs a threat to mutual funds, Cerulli says

Advisers are using ETFs in multiple ways, in both the core and satellite allocations, as well as in the active and passive slices of investors&#8217; portfolios.

MUTUAL FUNDS AUG 29, 2008
SEC fines ‘unscrupulous promoter’ $510,000

The SEC accused Donald H. Allen and his companiesof raising around $9.9 million from 350 investors and failing to disclose that no profits had been generated.

MUTUAL FUNDS AUG 26, 2008
Global emissions index series launched

Dow Jones Indexes and the Chicago Climate Exchange are for investors seeking exposure to the carbon trading market.

ALTERNATIVES AUG 26, 2008
Report: Private equity eyeing Lehman

Five firms are said to have expressed interest in buying a stake in Lehman's investment management business.

ALTERNATIVES AUG 26, 2008
Home prices tumbled in second quarter

An index covering all nine U.S. census divisions fell 15.4% compared with the year-over-year decline of 14.2% in the first quarter.

ETFS AUG 25, 2008
ETFs hang tight in the down market

Industry insiders believe that the ETF slowdown is little more than a bump in the road and attributable more to sour markets than exchange traded funds themselves.

ETFS AUG 25, 2008
Interview with Bruce Bond

The exchange traded fund world got a little more exciting this year with the introduction of the first truly actively managed ETFs.

MUTUAL FUNDS AUG 25, 2008
Weathering the storm

Portfolio managers who battened down their hatches for credit market squalls, falling U.S. rates and a sagging greenback led the ranks of fixed-income performers for the 12-month period through June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.

ETFS AUG 25, 2008
Boom in ETFs seems to have ended

The boom in exchange traded funds appears to have come to an end.

ETFS AUG 25, 2008
ETF shakeout seen at hand

In the biggest shakeout thus far, 25 exchange traded funds already have closed this year, indicating that this fast-growing sector of the fund industry may be settling down.

MUTUAL FUNDS AUG 25, 2008
A hot commodity

A generous portion of commodities and no exposure to financial services company stocks was the recipe for success among equity managers for the 12-month period ended June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.

MUTUAL FUNDS AUG 25, 2008
Managers, advisers divided about weighting insurance

The second quarter hasn't been kind to mutual funds that focus on the life insurance sector.

ETFS AUG 25, 2008
XShares to revamp HealthShares ETFs

Fifteen HealthShares exchange traded funds will close as part of a reorganization of the 19 HealthShares ETFs.