Extending the practice of fair-value pricing to indexes is being proposed to create better benchmarks, but some index providers aren't buying that idea.
As early as next year, retirees may see a new hybrid investment product that blends mutual funds with insurance guarantees, possibly signifying an alliance between the two industries.
Last year, returns at the fund topped 30% after it took over some assets from Amaranth Advisors.
Top funds operated by Fidelity Investments stopped voting against shareholder resolutions that urge disclosure of corporate political spending for the 2007 proxy season, according to a study by a group that advocates for transparency in political spending.
Rydex Investments of Rockville, Md., is hoping that a glitzy new marketing campaign that includes television commercials will help it overcome the head start its chief rival has taken with regard to inverse and leveraged exchange traded funds.
Goldman Sachs is aiming to raise up to $6 billion in an effort to patch up the tattered reputation of its hedge fund business.
Although exchange traded funds increasingly provide an inexpensive way for financial advisers to gain access to international markets, analyzing such ETFs is more difficult than analyzing those that stick to domestic securities.
Kensington Investment Group Inc. in Orinda, Calif., makes a strong case for being uniquely suited to manage the first open-end mutual fund focused on the development and reinforcement of a worldwide infrastructure.
With three mutual fund giants well on their way to capturing nearly 40% of all U.S. fund assets, thousands of smaller fund companies are left competing for the rest, and some even contemplate exiting the business.
Fund boards have adopted governance practices that are thought to serve the best interests of shareholders "in advance, or in the absence, of any regulatory mandate to do so," according to a new study from Independent Directors Council.
Money market funds usually are as boring as it gets in the investment business.
Mutual funds might be forced to sell off lower-quality issues that carry a high rating due to insurance.
Barclays Global Investors has launched eight new iShares international exchange traded funds.
Nearly 51 million U.S. households own mutual funds, representing 44% of all households.
The now-defunct hedge fund claims that JPMorgan Chase & Co. hindered its efforts to avoid collapse.
And the index has increased 12.75% year-to-date, marking the best performance for the first ten months of the year since 2003.
The Chicago-based private-equity and hedge fund firm posted a net loss of $37.6 million, or 52 cents a share.
Competition and demand for the best asset managers are fueling a growth in subadvised funds, which are gathering assets faster than those managed internally.
Timothy Sykes, the boy wonder investor, who turned $12,415 in bar mitzvah money into $1.65 million by trading stocks, started and folded his own hedge fund. Then he wrote a book about his experiences. Now he is embarking on a new venture.
Although Fidelity Investments and Janus Capital Group Inc. recently designated multiple managers for specific portfolios, neither firm is abandoning their individual-portfolio-manager system.
