Investing

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ALTERNATIVES MAY 08, 2008
Hedge funds bounce back

Hedge funds gained ground in April, rebounding from a rough March, according to industry indicators.

MUTUAL FUNDS MAY 07, 2008
Schwab to debut active international fund

The mutual fund will hold between 100 and 200 securities and track the MSCI EAFE index.

MUTUAL FUNDS MAY 05, 2008
Target date funds criticized over risk

Target date mutual funds, long criticized for being too conservative to meet their goals, are now being taken to task for taking on too much risk.

MUTUAL FUNDS MAY 05, 2008
Advisers, fund managers disagree whether 12(b)-1 fees need fixnig

The mutual fund industry is facing waves of baby boomers who will retire and a volatile market that has scared many investors, but nothing has the potential to affect the industry more than a Securities and Exchange Commission review under way of Rule 12(b)-1.

MUTUAL FUNDS MAY 05, 2008
Fidelity takes aim at dual registrants

In a move clearly aimed at luring breakaway brokers, Fidelity Investments is about to take the wraps off a program intended for brokers who are dually registered as investment advisers.

ALTERNATIVES MAY 05, 2008
Study: Hedge funds fuel market volatility

One culprit driving volatility is the “significant increase in the number and impact of 130/30 funds,” according to the Security Traders Association.

ALTERNATIVES MAY 05, 2008
SEC freezes assets of hedge fund manager

Plus Money and its principal allegedly raised $30 million from approximately 300 investors.

ALTERNATIVES MAY 05, 2008
Advisers remain guarded on catastrophe bonds

As hurricane season approaches, financial advisers continue to look warily upon catastrophe bonds

MUTUAL FUNDS MAY 05, 2008
Paul Schott Stevens

With some 90 million investors and more than 44% of American households owning mutual funds, the fund industry has continued to grow significantly in spite of weathering more than a few storms in the last decade.

MUTUAL FUNDS MAY 05, 2008
SEC staff members push for splitting 12(b)-1 fees

Staff members at the SEC will recommend that 12(b)-1 fees be broken into at least two parts.

ETFS MAY 05, 2008
Equal-weighted ETFs mark five-year anniversary

Introduced five years ago, the Rydex S&P Equal Weight Exchange Traded Fund opened the gates to investments pegged to indexes that use some measure other than market capitalization to determine company weightings.

ETFS MAY 05, 2008
Why pick on exchange traded notes?

The time is drawing near for comments requested by the Department of the Treasury regarding changing the taxation of exchange traded notes and other prepaid forward contracts.

MUTUAL FUNDS MAY 05, 2008
IRA rollover market a big opportunity for advisers

The estimated $2.75 trillion IRA roll-over market is poised for significant growth in assets and is expected to take on more prominence in advisers' practices.

MUTUAL FUNDS MAY 05, 2008

ALTERNATIVES APR 29, 2008
Home prices fall, foreclosures skyrocket

Home foreclosure filings increased 112% during the first quarter of 2008, according to RealtyTrac Inc.

MUTUAL FUNDS APR 28, 2008
Asset managers gearing up to launch global mutual funds

Global mutual funds that invest in domestic and overseas stocks are the flavor of the moment, and several well-respected asset managers intend to launch such funds in the coming weeks.

ESG APR 28, 2008
More firms do good

A growing number of businesses are finding that they can do well by doing good.

MUTUAL FUNDS APR 28, 2008
A fund that capitalizes on volatility

Like a lot of alternative investment strategies, the $4.3 billion <b>Gateway Fund</b> (GATEX) thrives on the kind of stock market volatility we have experienced lately.

ETFS APR 28, 2008
Advisers are taking defensive tack

Recent market volatility, and concerns over credit quality and availability, have caused many financial advisers to become more defensive in their portfolio strategies.

ALTERNATIVES APR 28, 2008
MFA plans effort to reach out to SEC

The Managed Funds Association, following the direction of many of its hedge fund members, is moving to get ahead of an expected trend toward increased regulatory oversight.