Results for "mutual funds"

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AthenaInvest beta-tests competitor to style boxes

May 14, 2007

DETROIT — The three-year assault on mutual fund style boxes as an evaluation and asset allocation tool has moved to the beta-testing level by a firm that seeks to turn the traditional grid system inside out. “There is no empirical basis for...

Mid-caps’ flows middling despite top-notch results

May 14, 2007

PHILADELPHIA — Mid-cap stocks rank among the best- performing mutual funds, but they remain a tough sell to investors, industry experts say. Year-to-date through last Tuesday, the three top-performing categories among diversified stock or bond...

Mutual funds withstand hedge fund seige

May 10, 2007

Despite the continued – if slowing – growth of hedge funds, mutual funds will continue to dominate money management for the foreseeable future, said market observers at the ICI annual conference today. Hedge funds have underperformed equity...

Fund industry awaits simplified prospectus

May 7, 2007

CHICAGO — Industry leaders eagerly are awaiting a proposal that would allow mutual funds to provide a two-page prospectus in lieu of the lengthy one now required, a concept that could save millions of dollars in costs. The Department of Labor...

Funds slow pace of hiring legal, compliance staff

May 7, 2007

PHILADELPHIA — Mutual fund companies are starting to slow the pace at which they hire legal and compliance officers, according to several industry experts. With the mutual fund scandals receding into the past, such a trend was inevitable, they...

A.G. Edwards settles market-timing suit

May 3, 2007

A.G. Edwards & Sons Inc. of St. Louis yesterday settled with the Securities and Exchange Commission over allegations of mutual fund market timing. The firm agreed to pay $2.4 million in disgorgement and $1.5 million in penalties. The SEC alleged...

Higher volatility is overdue, says Wilshire

May 2, 2007

Active managers that thrive on volatile markets soon may get their day in the sun. Recent data from Wilshire Associates Inc. in Santa Monica, Calif., show just how long those managers have waited. A Wilshire report, “Manager Behavior in a Low...

Holtz to join Ave Maria advisory board

May 1, 2007

The Ave Maria Mutual Funds in Bloomfield Hills, Mich. is replacing a baseball legend with a football legend on its advisory board. Effective today, Lou Holtz, former head football coach at the University of Notre Dame, will replace Bowie Kuhn,...

Early tallies are in: Fund firm workers give Obama boost

April 30, 2007

BOSTON — Sen. Barack Obama took in at least $49,185 from employees of the 20-largest U.S. mutual fund groups and related companies in the first quarter, more than any other 2008 presidential candidate. The Illinois Democrat was followed by...

ICI throws its weight behind advisers

April 30, 2007

SAN FRANCISCO — The mutual fund industry’s powerful trade group is stepping up its support of financial advisers. Seventy-percent of the more than 600 investors who used a financial adviser to buy shares in a mutual fund outside a retirement...

Investors in the PBHG case receive $125M distribution

April 30, 2007

BOSTON — Nearly three and a half years after PBHG Funds’ founders were charged with fraud, checks have started going out to mutual fund investors wronged by the alleged trading abuses at their former firm. Eric Snyder is one of more than 384,000...

Pershing adds Schroders to FundVest

April 26, 2007

Pershing LLC, a subsidiary of The Bank of New York Company, Inc., has added Schroders PLC to FundVest, Pershing’s no-transaction-fee mutual fund platform. Jersey City, N.J.-based Pershing’s FundVest mutual fund platform offers investors access...

Federated to buy some Rochdale assets

April 23, 2007

Federated Investors Inc., a Pittsburgh-based money manager, today said it has agreed to acquire certain assets of Rochdale Investment Management LLC tied to the $321 million Rochdale Atlas Portfolio, a mutual fund investing in international...

Female execs seen as heirs at Fidelity

April 23, 2007

BOSTON — Fidelity Investments vice chairman and chief operating officer Robert Reynolds last week announced plans to retire, making it almost certain that a woman eventually will run the biggest U.S. mutual fund company, analysts said. Mr....

Mutual fund derivatives plays heighten risk

April 23, 2007

PHILADELPHIA — Derivatives are popping up everywhere — even in plain-vanilla bond funds — and it is making financial advisers and regulators nervous. “I think most investors don’t have a clue about the risk,” said Lou Stanasolovich, president...

Nuveen to buy HydePark

April 20, 2007

Nuveen Investments Inc. has agreed to acquire HydePark Investment Strategies, a specialist in enhanced equity investment management. The terms of the deal were not disclosed and Nuveen said that it does not expect the deal to have an impact...

Funds take heavy tax hit, says study

April 17, 2007

Investors in taxable mutual funds paid 56% more in taxes on their fund holdings in 2006 than they did in 2005, according to a report released today by Lipper Inc. Mutual fund investors paid $23.8 billion in taxes last year even without selling...

Investment club unveils index

April 9, 2007

Nasdaq Stock Market Inc. has teamed with BetterInvesting, a nonprofit investment education organization, to launch the BetterInvesting 100 Index, a listing of the top growth companies that the group's 13,127 investment clubs and 131,556 individual...

Fund anti-abuse provisions set to take effect

April 9, 2007

PHILADELPHIA — With the deadline for complying with the rule that governs agreements between them just a week away, mutual fund companies and intermediaries are busy ironing out last-minute wrinkles. The Securities and Exchange Commission’s...

Let competition, not boards, set advisory fees

April 9, 2007

Abolishing the role of mutual fund boards of directors in approving advisory expense ratios would lead to more competition in mutual fund fees, according to a book released in Washington today. After holding seminars on mutual fund regulation...

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