Investing

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LIFE INSURANCE AND ANNUITIES JAN 29, 2008
Perella to advise NY on bond insurers

By recruiting Perella Weinberg, the state regulator would focus on protecting the policyholders of “monoline” insurers.

FIXED INCOME JAN 29, 2008
Heartland fined $3.9M for mispricing funds

When projects went into default or were failing, Heartland didn't accurately re-price the funds, the SEC said.

FINTECH JAN 28, 2008
Thomson relaunches InvestmentView

InvestmentView, one of the first software tools to use hypothetical comparisons to help advisers recommend mutual funds, is being re-launched today by Thomson Financial.

ETFS JAN 28, 2008
ICI forms ETF committee

The Investment Company Institute has created a committee for exchange traded funds in what some say is an effort to head off the possibility that ETF providers will create their own trade association.

ETFS JAN 28, 2008
Advisers disagree on gold's portfolio share

A gloomy market outlook is making gold shine bright, but financial advisers are divided as to whether it deserves a place in most clients' portfolios.

FIXED INCOME JAN 28, 2008
Franklin Templeton launches int'l bond fund

The fund, which is offered by the Franklin Templeton Fixed Income Group, seeks to generate income by investing in foreign fixed income markets.

MUTUAL FUNDS JAN 28, 2008
New Kaufmann fund gets muted response

Federated Investors Inc. launched the Federated Kaufmann Large Cap Fund this month in a bid to capitalize further on the success of star managers Lawrence E. Auriana and Hans P. Utsch.

MUTUAL FUNDS JAN 28, 2008
For mutual funds the scandal is what has remained legal

One very large player figured only marginally in the scandals of the 1990s — the $7 trillion mutual fund industry.

MUTUAL FUNDS JAN 28, 2008
Fund Architects targets retail investors

Fund Architects LLC, which promises to provide small investors with institutional-quality money management, legitimately can claim that it thinks outside the box.

FIXED INCOME JAN 25, 2008
Banks on the hook if muni bonds tank

Banks could be obliged to to set aside $143 billion in reserves if municipal bonds are downgraded, a report says.

ALTERNATIVES JAN 25, 2008
Study: Private equity goes easy on jobs

After a buyout, a company cuts an average of 7% of its workforce, but new positions in new locations are added at a 6% clip.

ETFS JAN 25, 2008
WisdomTree and BNY Mellon to offer ETFs

The firms will join forces to offer international cash- and fixed-income exchange traded fund products.

FIXED INCOME JAN 24, 2008
Regulators meet to safeguard bonds

Fears that stock-market panic may spread to the bond market led to a meeting between regulators and several large insurers of debt.

FIXED INCOME JAN 24, 2008
Survey: Bond issuance to spike in 1Q

Treasury bill, note and bond issuance is expected to climb to $125 billion during the first quarter of this year.

FIXED INCOME JAN 24, 2008
Massachusetts subpoenas MBIA and Ambac

William Galvin has requested a list of Massachusetts public-issuer bonds insured by the companies since January 2006.

ALTERNATIVES JAN 23, 2008
Former Bayou CEO sentenced to jail

Ex- hedge fund chief James Marquez was ordered to serve 51 months for conspiring to defraud investors.

ALTERNATIVES JAN 22, 2008
Best practices floated for hedge funds

The recommendations are designed to handle conflicts of interest between managers and investors.

ALTERNATIVES JAN 21, 2008
Hedge fund-scam mom to be deported

The mother convicted with her son in a multimillion-dollar hedge fund scheme will be sent back to Turkey.

MUTUAL FUNDS JAN 21, 2008
Cash-heavy fund allows manager to be nimble

Stephen Lieber, lead portfolio manager of the Alpine Dynamic Innovators Fund (ADINX), said he is starting 2008 with a portfolio positioned to be nimble by allocating nearly half the $68 million fund to cash.

MUTUAL FUNDS JAN 21, 2008
Subprime suits' next targets may be funds

Mutual fund companies largely have been immune to lawsuits stemming from the subprime-mortgage crisis, but that soon may change.