Investing

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MUTUAL FUNDS NOV 12, 2007
Advisers skeptical of funds aimed at retirees

As more products that aim to deliver regular payouts in retirement hit the market, many advisers are taking a wait-and-see approach before recommending them to their clients.

MUTUAL FUNDS NOV 12, 2007
Fund trustees said to favor repean of 12(b)-1s

Many mutual fund trustees would like to repeal the Securities and Exchange Commission's 12(b)-1 regulation that allows mutual funds to use fund assets to pay for marketing, a Washington lawyer who represents mutual funds reports.

ALTERNATIVES NOV 09, 2007
Global REIT market cap rises 25% in year

Global REIT market capitalization was $764 billion as of June 30, up about 25% from the year before, according to a report by Ernst & Young.

MUTUAL FUNDS NOV 08, 2007
Regs hard on mutual funds, says survey

Board members and fund executives polled are now spending more than 50 hours per quarter managing board responsibilities.

ALTERNATIVES NOV 08, 2007
AMG buys stake in Frisco hedge fund

Affiliated Managers Group today announced that it had purchased a stake in ValueAct Capital Partners.

ETFS NOV 08, 2007
ProShare unveils two ETFs

ProShare Advisors launched two short exchange traded funds that are designed to generate inverse performance compared to the markets in China and Japan.

MUTUAL FUNDS NOV 07, 2007
Fidelity unveils three mutual funds

The funds include an international style-consistent growth fund and an asset allocation fund.

ETFS NOV 07, 2007
Rydex debuts ExpressShares ETFs

Rydex Investments has launched six ExpressShares exchange traded funds on the American Stock Exchange today, bringing the size of its ETF family to 30.

ALTERNATIVES NOV 06, 2007
Hedge fund inflows $18.6B in September

Emerging markets took the lion’s share of the new money, as investors poured in $11.4 billion – 61% of the total.

MUTUAL FUNDS NOV 05, 2007

FIXED INCOME NOV 05, 2007
November U.S. bonds top $100 billion

Issuance of U.S. investment grade bonds is expected to reach $100 billion this month, according to Dealogic.

FIXED INCOME NOV 05, 2007
Supremes weigh muni-bond taxation

The Supreme Court will hear arguments today in a case that could affect the way states tax other states’ bonds.

ALTERNATIVES NOV 05, 2007
Hedge funds next target of plaintiff's bar?

The collapse of some hedge funds may be turning into the next cause celebre for plaintiff's attorneys who file arbitration claims on behalf of investors looking to recoup losses.

ETFS NOV 05, 2007
Capital gains looming once again

Mutual fund investors will learn the hard way at the end of this year that you can never keep the tax man away for long.

ETFS NOV 05, 2007
ProShare Advisors to offer 48 leveraged ETFs

In a move criticized by some industry experts, ProShare Advisors LLC plans to introduce 48 exchange traded funds that use leverage to provide short or magnified exposure to commodities and currencies.

MUTUAL FUNDS NOV 05, 2007
New series of indexes track top actively managed funds

A Massachusetts investment advisory firm has launched a series of indexes based on actively managed mutual funds.

ALTERNATIVES NOV 05, 2007
CFTC asks Congress to give it more clout

Federal commodities regulators want new powers to police energy derivative trades of the sort that contributed to the collapse of Greenwich, Conn.-based Amaranth Advisors LLC last year.

MUTUAL FUNDS NOV 05, 2007
Funds with redemption fees can't be QDIAs

Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.

ALTERNATIVES NOV 05, 2007
SEC looks to allow tombstone ads for private offerings

A Securities and Exchange Commission proposal to modernize regulation of private securities offerings has generated concerns from state regulators and some industry interests that it would blur the line between public and private deals.

RETIREMENT PLANNING NOV 05, 2007
Funds, 401(k) service providers differ on fee breakdown

The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.