Helpful hint for mutual fund portfolio managers: Get some skin in the game if you want to outperform other managers.
Robert Reynolds, president and chief executive of Putnam Investments, is nothing if not an optimist.
Putnam Investments expects to deploy its absolute-return funds within target date retirement funds — a strategy slated for launch this fall.
In the long battle to position themselves as wealth managers, life insurance companies still have to prove to financial advisers that they can do more than sell annuities.
The Labor Department is still considering regulating target date funds, according to Phyllis C. Borzi, assistant secretary of labor for the Employee Benefits Security Administration.
If commercial real estate is in such bad shape, why are real estate investment trusts thriving?
Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe by hundreds of millions of dollars, according to a report published late last month by the Investment Company Institute.
The next wave of equity opportunities lie in big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsh.
Exchange-traded commodities funds will continue to prosper despite regulators' concerns that they may have helped fuel the run-up in oil prices last year.
With The Vanguard Group Inc. on its heels, Pacific Investment Management Co. LLC today launched new actively managed exchange-traded funds.
The following is an edited transcript of the round-table discussion. It was moderated by <i>InvestmentNews</i> deputy editor Evan Cooper and reporter David Hoffman.
Now that exchange-traded funds can come to market with relatively little fuss, providers are readying to launch emerging-markets ETFs in what industry observers call an ill-advised attempt to jump on the latest trend.
Pacific Investment Management Co. LLC last week launched its first actively managed exchange-traded fund.
Fidelity Investments experienced outflows in its long-term mutual funds in October — the first time the fund behemoth has seen net outflows in months.
iShares, a unit of Barclays Global Investors, today launched an emerging-markets exchange-traded fund: the iShares MSCI Emerging Markets Eastern Europe Index Fund (ESR).
The stock market's nose dive beginning last fall effectively redefined small-cap stocks, which provided at least a temporary advantage to smaller money managers and individual investors over many of the asset management behemoths.
A growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management.
There is no longer any question that mutual funds have proved their value to more than 90 million Americans who have invested almost $10 trillion in funds for a variety of reasons.
Wal-Mart Stores Inc. has introduced custom target date funds to its more than 1 million 401(k) participants, following an unusual selection process.