Real assets making up 10% of institutional "inflation buckets."
Betting that inflation will reverse gold's slide
The agency's goal is to ensure funds are liquid enough to meet client redemptions.
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Due diligence on funds requires blending performance data with professional judgment
Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.
New platform aspires to be an alternatives outsource for financial advisers.
Trading debt and equity for a distribution relationship may not be right for all advisers.
Money manager attracts $6.7 billion as Pimco's flagship bleeds: Morningstar.
Redemptions top the $23.5 billion that left Pimco in September as investors continue to pull money in the wake of Bill Gross' exit.
Giant of active management joins other fund companies asking for new rules to allow it to offer more ETFs.
Luck and skill should be of great interest when evaluating active managers and here's one way to assess the balance.
Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.
After strong growth, the category suffers its first outflows in two years in the month of October. Redemptions were dominated by a continued sell-off of the MainStay Marketfield Fund, the largest in the alternative category.
Howard Present leaves as firm faces regulatory scrutiny over how it reported performance.
On Thursday's <i>Breakfast with Benjamin</i> menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
Midweek <i>Breakfast with Benjamin:</i> What's making dollar bulls cheer. Plus: Picking winners and losers in the net-neutrality fight, Goldman's coveted promotion cycle, Dems suddenly like the Keystone XL pipeline, and Tim Geithner ruffles the Europeans.
