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Pimco sold a lot of bonds when Bill Gross left ... to itself

June 11, 2015

When Bill Gross stepped down from the Pimco Total Return Bond Fund in September, traders across Wall Street anticipated that the world's biggest bond fund would be forced to dump holdings at fire-sale prices to meet record client withdrawals....

Bill Gross' 'Old friend' Old Mutual shifts money to Janus from Pimco

June 5, 2015

Old Mutual Global Investors transferred management of a $272 million bond fund to Bill Gross at Janus Capital Group Inc. from his previous firm, Pacific Investment Management Co. Mr. Gross, 71, will take over as the manager of the Old Mutual...

With performance up, outflows at Pimco Total Return Fund slow

June 2, 2015

Client redemptions from Pacific Investment Management Co.'s flagship fund last month slowed to the lowest level since July 2014. Investors withdrew $2.7 billion from the Pimco Total Return Fund in May, compared with $5.6 billion in April and...

Pimco considered Goldman Sachs' Gary Cohn for top spot

May 29, 2015

Pacific Investment Management Co. considered recruiting Gary Cohn, president of Goldman Sachs Group Inc., as a top executive in 2013, people with knowledge of the matter said. Mr. Cohn was on a short list of potential candidates to succeed Mohamed...

JPMorgan wealth unit still under regulators' scrutiny despite bank's currency guilty plea

May 26, 2015

JPMorgan Chase & Co. put allegations of currency-fixing largely behind it with a guilty plea, but it's not out of the woods yet. With its new felony record, America's biggest bank needs to seek the Department of Labor's permission to keep managing...

Separately managed accounts ranked by first-quarter returns

May 12, 2015

U.S. large-cap equity Product 1Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Navellier & Associates - Large Cap Growth Portfolio 7.70% 19.89% 16.37% 16.90% 13.41% 1.25 $1,651.2...

Mark Mobius, star developing markets manager, stumbles

May 6, 2015

For a quarter of a century the name Mark Mobius has been synonymous with investing in developing markets. A bald, energetic, New York native who often dresses in white suits, Mr. Mobius is constantly tweeting and appearing on television from...

Target-date growth boosts T. Rowe's assets in the first quarter

April 22, 2015

T. Rowe Price Group reported $772.7 billion in assets under management as of March 31, up 3.5% from three months earlier and up 8.6% from a year earlier, according to the company's earnings statement Wednesday. Net inflows for the first quarter...

BlackRock to pay $12 million to settle SEC conflict of interest claims

April 20, 2015

The SEC charged BlackRock subsidiary BlackRock Advisors on Monday with failing to disclose a conflict of interest created by the outside business activity of one of the firm's former portfolio managers. According to the SEC's order, BlackRock...

BlackRock's Larry Fink to top CEOs: Ignore investors and focus on the long term

April 15, 2015

BlackRock's Laurence D. Fink, whose firm is the largest shareholder in companies from Microsoft Corp. to JPMorgan Chase & Co., is telling 500 CEOs to focus on long-term growth and avoid giving in to pressure from investors seeking immediate...

The 3 surprises billionaire investor Stan Druckenmiller is expecting

April 15, 2015

Stan Druckenmiller is betting on the unexpected. The billionaire investor, who has one of the best long-term track records in money management, is anticipating three market surprises: an improving economy in China and rising oil prices. He also...

O'Hanley has work cut out for him at State Street Global Advisors

April 10, 2015

Ronald P. O'Hanley faces big challenges now that he is CEO of State Street Global Advisors. Mr. O'Hanley on April 1 replaced Scott Powers, marking his return to money management after quitting as president of asset management and corporate services...

State Street Global Advisors names former Fidelity exec O'Hanley CEO

March 31, 2015

Ronald O'Hanley was named president and CEO of State Street Global Advisors, effective in April, said SSgA spokeswoman Alicia Curran Sweeney. Mr. O'Hanley will replace Scott Powers, who plans to retire later this year. Mr. O'Hanley left Fidelity...

TIAA-CREF manages Lipper award 'three-peat'

March 31, 2015

TIAA-CREF took the top honors at the U.S. Lipper Fund Awards for the third year in a row Tuesday, accenting a Cinderella story for a firm that's charging into the adviser-sold fund market. New York-based TIAA-CREF, long a major retirement servicer...

Pimco renames some equity funds in push to juice expansion

March 26, 2015

Pacific Investment Management Co., the firm best known for bonds that's been seeking to expand its stock offerings, will rename some of its equity funds as it plans to open new products with Robert Arnott's Research Affiliates. Pimco is renaming...

Calpers squeezing out 8% fee savings from money managers

March 12, 2015

The California Public Employees' Retirement System expects to pay 8% less next year for external money managers as it liquidates its hedge-fund program. The largest U.S. state pension fund, known as Calpers, projects that it will pay $930.7...

Loomis Sayles promotes president Kevin Charleston to CEO

March 8, 2015

Kevin Charleston was named CEO at Loomis Sayles & Co., effective May 1, according to company spokeswoman Erin Heard. He will replace Robert J. Blanding, who will retain his role as chairman. “This is the right time to transfer my day-to-day...

Vanguard: Passive with investing, not governance

March 4, 2015

Vanguard Group Inc., the largest U.S. mutual fund provider, has a message for the boards of directors of America's biggest companies: It's watching how they're being run. In a Feb. 27 letter sent to 500 of Vanguard's largest holdings, Chief...

T. Rowe assets up 2% in quarter despite $5.1 billion in net outflows

January 29, 2015

T. Rowe Price Group on Wednesday reported $746.8 billion in assets under management as of Dec. 31, up 2% from three months earlier and up 8% from a year earlier. Net outflows for the fourth quarter were $5.1 billion, compared with net inflows...

Here's what financial advisers need to tell clients about new money-market rules

October 10, 2016

Here's what you need to tell your clients about the new money-market rules that take effect Oct. 14: Relax. But be aware of the changes, and be able to explain them to your clients. Start with the basics. Money funds are mutual funds that invest...

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