Results for "money market funds"

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2014's oddly logical bond market rally

May 19, 2014

This year's surprising bond market rally is really about economic false starts and guarding against rates that never rose. Mohamed El-Erian breaks it down. When interest rates don't rise Both retail and professional investors are getting cautious...

Investors cool to bank loan funds and performance could be a casualty

May 1, 2014

Greater predictability from the Federal Reserve is prompting investors to dump adjustable-rate bank loan funds in search of juicer yields, setting the stage for a potential slide in fund performance, analysts say. After 95 weeks of uninterrupted...

Big asset managers propose new 'retail investor' definition for money-fund reform

October 31, 2013

Several major fund companies are trying to persuade the Securities and Exchange Commission to modify the definition of “retail investor” in the agency's money market reform proposal. The SEC defines a retail investor as one who withdraws...

Investors pour back into money funds after debt deal

October 18, 2013

Investors pumped $8.9 billion into money-market mutual funds Thursday, the first day of deposits in more than two weeks, as an agreement by lawmakers in Washington averted a government default. Money funds that cater to institutions took in...

Fidelity playing catch up with ETFs as chief Johnson remains quiet

October 9, 2013

When Abigail Johnson began her apprenticeship at Fidelity Investments 25 years ago, the firm founded by her grandfather was the nation's biggest mutual fund company, and star manager Peter Lynch was enjoying a performance streak at the Magellan...

Vanguard money funds paying capital gains

September 29, 2013

The Vanguard Group Inc. is paying out short-term capital gains on three of its money market funds, an unprecedented move sparked by the low-interest-rate environment. The company announced short-term capital gains, payable last Tuesday, said...

Annuities changes puzzle advisers

September 24, 2013

Though variable annuities were helpful for the most nervous clients during the financial crisis, advisers admit that insurers still have room for improvement when it comes to this product line. A panel of financial advisers from the Chicago...

Is the great correlation over?

September 24, 2013

The unprecedented correlation between asset classes that stemmed from the financial crisis appears to be over, strategists said Tuesday at the InvestmentNews Alternative Investments Conference in Chicago. Advisers need to keep that in mind as...

Vanguard to pay short-term capital gains on money market funds

September 24, 2013

The Vanguard Group Inc. is paying out short-term capital gains on three of its money market funds, an unprecedented move sparked by the low-interest-rate environment. The company announced short-term capital gains, payable today, on three of...

Firms seek reworking of money fund reform

September 22, 2013

Major financial firms are calling on the Securities and Exchange Commission to narrow its money market fund reform plan, asking it to exclude tax-exempt money funds and revise the definition of “retail investor,” among other changes. In...

Reserve Primary Fund settles shareholder suit for $54.9M

September 9, 2013

Bruce R. Bent II, president of the $62.5 billion Reserve Primary money-market fund that failed during the financial crisis, agreed to settle a shareholder lawsuit in an accord worth about $54.9 million. Bent and his father, Bruce R. Bent, are...

Unfinished business: Money fund reform lurks in wake of financial crisis

September 5, 2013

A year ago, when opposition from the asset-management industry killed her plan to make money-market mutual funds safer, U.S. Securities and Exchange Commission Chairman Mary Schapiro looked to Timothy Geithner, then the Treasury Secretary, to...

Schwab plans money-market-like ETFs

August 5, 2013

Charles Schwab Investment Management plans to launch a trio of money-market-like exchange-traded funds as fee waivers and regulation weigh on traditional money market funds. Schwab, the fifth-largest money fund manager, will roll out two-month,...

The Takeaway: SEC warns money funds about defaults

July 22, 2013

Portfolio And now...the Bull Case for China (yes, it exists).  (FT Alphaville) Why Bill Ackman's Herbalife trade was flawed from the start.  (Bronte) ...meanwhile, Dan Loeb's trade in Yahoo works like a charm - he even convinces the company...

Possible exodus from money funds

June 9, 2013

Financial advisers foresee an exodus of investors from money market funds if the reforms floated by the Securities and Exchange Commission are implemented. Last Wednesday, the SEC unanimously approved and released a proposal that offered two...

Educate clients about money funds

June 9, 2013

Like it or not, the SEC is pushing ahead with yet another reform of the $2.6 trillion money market mutual fund industry. Although no one truly likes or wants more regulation, financial advisers should view this latest effort as an opportunity...

SEC backs two options to control money funds; White floats combo

June 5, 2013

Seeking to enact the money market fund reform that eluded her predecessor, Securities and Exchange Commission Chairman Mary Jo White today floated a two-part plan that was unanimously approved by her fellow commissioners, including the three...

SEC to try again on money market reform

May 31, 2013

Nine months after the Securities and Exchange Commission failed to advance money market fund reform amid a storm of industry protest, the agency will try again next week — this time with a new leader at the helm. On June 5, the SEC, now headed...

SEC floats small step in money market fund reform

May 10, 2013

U.S. securities regulators are reviewing a proposal that would require the riskiest money-market mutual funds to adopt a floating share price, according to a person familiar with the matter. The proposal from the Securities and Exchange Commission...

White offers little on future of MM reform

May 5, 2013

Making her first major public speech to an audience of mutual fund executives, Securities and Exchange Commission Chairman Mary Jo White said next to nothing about one of their biggest concerns: a regulatory revamp for money market funds. “As...

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