Investing

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ALTERNATIVES FEB 11, 2008
How Lee Ainslie does it

As [Lee] Ainslie [founder of Maverick Capital Ltd. of Dallas] began attracting assets and adding investment staff, he created a business model that differs slightly from those of most large funds, which generally fall into two categories.

ALTERNATIVES FEB 11, 2008
Hedge fund advice from an old sage

Because of the market volatility of recent days, determining which hedge funds will perform well is as difficult a task as it has ever been.

MUTUAL FUNDS FEB 11, 2008
Pioneer fund hits the big 8-0

If an investor had invested $1,000 in the Pioneer Fund when it was launched in 1928, his or her heirs would be millionaires today.

ETFS FEB 11, 2008
When ETFs pass along gains

Investors often ask me why an exchange traded fund they own paid a big gains distribution. The answer is simple, but the lessons can affect the advice you give your clients.

MUTUAL FUNDS FEB 11, 2008
New mutual fund taps alternatives market

A new mutual fund is purchasing alternative investments — a strategy designed to defy market volatility when stock and bond prices are plunging.

ESG FEB 11, 2008
Showing a little faith

People are no longer content to merely walk with God. They want to invest with him, too.

MUTUAL FUNDS FEB 08, 2008
Dreyfus appoints new top management

John Baum named chief executive, J. Charles Cardona to be president when Tom Eggers retires.

ALTERNATIVES FEB 08, 2008
Hedge funds hit hard in January

Hennesse Hedge Fund Index falls 2.4%, the fourth worst month ever.

FIXED INCOME FEB 07, 2008
Financial honchos weigh in on muni bonds

Regulators flooded Rep. Paul E. Kanjorski, D-Pa., with their and assessments of the ongoing municipal bond insurer debacle.

ALTERNATIVES FEB 07, 2008
Hedges drop, but beat out other indicators

The Hennessee Hedge Fund Index declined 2.8% in January after finishing 2007 up 11.64%.

MUTUAL FUNDS FEB 06, 2008
Active management may hurt target dates

Passive management for target date funds means stronger results for investors, according to a study.

ALTERNATIVES FEB 05, 2008
SEC fines Ritchie hedge fund $40 million

The hedge fund, its adviser, founder and two employees will pay a combined $40 million for an illegal late-trading scheme.

MUTUAL FUNDS FEB 04, 2008
Janus rebound in works

While more money flowed into Janus Capital Group's mutual funds in 2007 than out - an occurrence not seen since 2000 - advisers are skeptical about whether the once-troubled fund company has regained its footing completely.

MUTUAL FUNDS FEB 04, 2008
American Century is leader of online pack

MUTUAL FUNDS FEB 04, 2008
The 'schmeek' shall inherit the wholesaling world

Meet the "schmeek." Financial advisers' increasing appetite for intricate details about the mutual funds and other investment products that they recommend to clients is forcing wholesalers back to school to learn how to talk to advisers.

MUTUAL FUNDS FEB 04, 2008
Investment manager stays the course

The manager of the Aston/Veredus Select Growth Fund (AVSGX), B. Anthony Weber, knows that market conditions have been taking a toll on his investment strategy, but he insists that the validity of his approach remains solid.

MUTUAL FUNDS FEB 04, 2008
Glutted fund market is slimming down

Overcrowding is behind a nearly 18% slump in the number of mutual funds launched in 2007 and a comparable percentage jump in those merged out of existence.

MUTUAL FUNDS FEB 04, 2008
Mutual funds set reopening record

In a bid to take advantage of the stock market's volatility, mutual fund companies are reopening closed funds at a record pace.

ETFS FEB 04, 2008
WisdomTree strikes deal with Dreyfus

The minor-league status of WisdomTree Investments Inc. in the world of exchange traded funds could change following a deal struck last month with The Dreyfus Corp.

LIFE INSURANCE AND ANNUITIES FEB 04, 2008
Gazing at the new-product horizon

The forces that drove the retirement marketplace in 2007 — the automatic enrollment and default option provisions of the Pension Protection Act of 2006, the aging baby boomers and a focus on the rollover market — will continue to shape product launches this year.