Investing

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ALTERNATIVES MAR 24, 2008
Hedge funds forced to sell private-equity holdings

Hedge funds — facing forced margin calls and investment redemptions — are selling off wide swaths of their private-equity-type investments in search of cold hard cash.

ALTERNATIVES MAR 21, 2008
Lehman veteran launches hedge fund

One William Street Capital was founded by David Scherr, who worked for Lehman for 21 years.

FIXED INCOME MAR 21, 2008
Muni bonds flee auction-rate securities

Municipal borrowers plan to pull at least $21 billion of bonds out of auction rate securities by May 1, Bloomberg reports.

FIXED INCOME MAR 21, 2008
Moody's mulls rating change for muni bonds

The firm is responding to criticism that ratings firms underrate municipal debt relative to corporate bonds.

MUTUAL FUNDS MAR 20, 2008
Cap on Class C fees in offing

A cap on fees for Class C mutual fund shares looks like it will make its way into a rule on 12(b)-1 fees.

ALTERNATIVES MAR 19, 2008
Hedge launches up, liquidations down

During last year's fourth quarter, 288 new funds were launched and 154 funds were liquidated, according to HFR.

MUTUAL FUNDS MAR 17, 2008
Lipper to launch fund classifications

Lipper Inc., responding in part to investors' increasing appetite for sector, target date and international funds, is revamping its fund classification system.

ETFS MAR 17, 2008
Mutual funds mixed over SEC's proposed ETF rule

It soon may become easier for mutual funds to invest in exchange traded funds, but industry experts are divided as to whether funds will rush to invest in a product that is sometimes depicted as a competitor.

ALTERNATIVES MAR 17, 2008
New mutual fund aims for hedgelike returns Weston Financial uses fund-of-funds approach to mimic popular hedging strategies

ETFS MAR 17, 2008
Fund industry's ETN challenge may backfire

The mutual fund industry's push for raising taxes on exchange-traded notes may come back to hurt the industry when it asks Congress to defer taxes on mutual funds, the ranking minority member of a House Ways and Means subcommittee said.

MUTUAL FUNDS MAR 17, 2008
Mutual fund firms offer clients access to private equity

In a bid for higher returns amid a dismal stock market environment, some mutual fund companies are offering investors access to high-risk private-equity investments.

ALTERNATIVES MAR 14, 2008
Carlyle Capital shares take a tumble

Carlyle group's David Rubenstein looks to help investors that suffered losses.

ALTERNATIVES MAR 13, 2008
Halcyon hedge fund to go public

The New York-based hedge fund manager’s new public entity will be called has $11.5 billion in assets under management.

ETFS MAR 13, 2008
ETFs fall prey to market turbulence

The size of the exchange traded fund market shrunk by $12.9 billion in February, falling to $557 billion in assets.

FIXED INCOME MAR 12, 2008
European bond insurer takes ratings hit

CFIG, a privately held European insurer, was downgraded today to A+ from its former AAA rating by Standards and Poor's.

ALTERNATIVES MAR 12, 2008
Hedge funds flourish in February

The Greenwich Global Hedge Fund Index rebounded in February, jumping 2.21% after January’s drop of 2.79%.

FIXED INCOME MAR 11, 2008
Stocks soar on $200M Fed infusion

The Fed announced it would lend $200 billion of Treasury securities to bond dealers, causing a stock market spike.

MUTUAL FUNDS MAR 11, 2008
Schwab launches Monthly Income Funds

Charles Schwab is the most recent mutual fund company to introduce a lineup of funds designed to generate a targeted annual payout for retirees.

MUTUAL FUNDS MAR 10, 2008
Small fund companies may face consolidation

The stock market downdraft may soon ignite consolidation among small mutual fund companies.

MUTUAL FUNDS MAR 10, 2008
SEC's summary-prospectus proposal seen short on details

While mutual fund companies and brokers are enthusiastic about a proposal to simplify fund prospectuses, they object to the idea of filing quarterly performance and holding updates, according to comments filed late last month with the SEC.