Investing

Displaying 13191 results
MUTUAL FUNDS MAY 12, 2008
The merits of small companies

Although U.S. investors have poured billions into international stock investments in recent years, most have overlooked international small- and mid-cap stocks.

ESG MAY 12, 2008
Advisers, investors put faith in Catholic funds

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles.

MUTUAL FUNDS MAY 12, 2008
Advisers are wary of retirement income funds

As fund companies experiment with retirement income solutions, financial advisers and investors are worried about products that are designed to leave participants with a zero balance.

RETIREMENT PLANNING MAY 12, 2008
ICI meeting covers use of alternatives in funds

The use of alternative hedge-fund-like strategies within mutual funds was a hot topic of discussion last week at the Investment Company Institute's 50th annual general membership meeting in Washington.

MUTUAL FUNDS MAY 12, 2008
Micro-cap funds may present an opportunity

Micro-cap stocks are beaten down to the point where the mutual funds that invest in them are starting to see new opportunities.

MUTUAL FUNDS MAY 12, 2008
New fund offers technology twist to alternative energy investment

Amid concerns about rising energy costs, Firsthand Capital Management Inc. is widening its focus on technology to include alternative energy.

ALTERNATIVES MAY 09, 2008
Advisers debate alternative investments

Advisers may see increasing numbers of mutual fund products that include alternative-investment strategies.

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.