Results for "mutual funds & ETFs"

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Automatic enrollment reduces savings disparity among ethnicities

October 10, 2011

Automatic enrollment in 401(k) plans levels the participation playing field among employees of different races. As part of a recent study, The Vanguard Group Inc. examined seven defined-contribution plans containing a total of 250,879 employees....

Pimco's Gross: Obama's $300B doesn't cut it

September 8, 2011

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate. “I don't think $300 billion does it,” Gross said today...

U.S. consumer bureau seeks input on military financial products

September 7, 2011

The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military. The bureau, which is charged with educating consumers about potentially fraudulent financial products,...

Pimco to gain more 'autonomy' in AGI restructuring

September 6, 2011

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz’s other business. As of Jan. 1, Allianz Global Investors,...

Fund investors throw in towel

September 4, 2011

Mutual fund investors are running for cover. During the four-week period ended Aug. 24, estimated net outflows from stock funds totaled $44.5 billion, making it likely that August will earn the dubious distinction of becoming the biggest month...

Volatility as an asset class

August 7, 2011

Thanks to the exchange-traded fund industry, hedging stock market volatility — or betting on it — has never been easier. However, doing it well enough to make money can be a much different story. Over the past few years, the financial services...

ICI to SEC: What's your say on pay-to-play?

May 15, 2011

With the Sept. 13 deadline on pay-to-play rules looming, mutual fund companies are in heated discussions with broker-dealers about getting access to customer information that they need to comply. The rules require that mutual fund companies...

Geithner eases fears about mutual fund regulation — sort of

May 5, 2011

Based on what Treasury Secretary Timothy Geithner said yesterday, it seems pretty unlikely that all mutual funds are going to be designated as systemically important financial institutions under Dodd-Frank. In a question and answer session at...

Upbeat asset managers step up sales hiring

May 1, 2011

Mutual fund companies are beefing up their sales departments, a sure sign of optimism in an industry that was hit hard by the financial downturn. J.P. Morgan Asset Management, BlackRock Inc. and T. Rowe Price Group Inc. are among the firms actively...

Target date funds back on target: Morningstar

April 29, 2011

Target-date funds designed for investors retiring last year have recouped losses from the credit crisis, Morningstar Inc. said. The funds labeled 2010 gained 5 percent on average from U.S. stocks' high in October 2007 through Feb. 17, the report...

AllianceBernstein sees target date fund outflows

April 25, 2011

Funds poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc. Meanwhile, nearly $50 million flowed out of AllianceBernstein LP's target date funds during the quarter. “They have seen...

Equity gyrations trigger big rise in exchange-traded notes

April 13, 2011

Financial advisers looking for a hedge against volatility in the equity markets have a new array of exchange-traded notes to use. Since January 2009, 14 volatility-related exchange-traded notes have come to market, representing $2.1 billion...

Did American Funds' exec diss advisers?

April 11, 2011

American Funds appears to have bitten the hand that feeds it. In a rare interview with Barron's published last weekend, Kevin Clifford, president of American Funds Distributors Inc., is quoted as blaming advisers for the huge outflows the firm...

Will hedge funds be gremlin in Nasdaq-100 re-balancing?

April 10, 2011

In the wake of last week's announcement by the Nasdaq OMX Group Inc. that it will re-balance the Nasdaq-100 Index for the first time in 13 years, portfolio managers are warning that investors could see greater volatility in technology stocks...

Is Bruce Berkowitz slipping?

March 27, 2011

During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12...

Would you like to do the contango?

February 27, 2011

As we discussed last month, futures-based ETFs may generate considerable tax-related confusion. And as I learned from financial advisers since that column appeared, there is also considerable confusion about how commodities-futures-based exchange-traded...

GAO lifts hood on target date funds – and finds big problems

February 24, 2011

The U.S. Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly. A report released by the GAO found, for...

Target date fund suggestions could do more harm than good

February 24, 2011

Though the Government Accountability Office's suggestions to the Labor Department for additional guidance on target date funds are well-intentioned, they aren't terribly helpful and are not likely to become a reality, ERISA lawyers said. “They're...

DOL pension proposal could rock fund firms

February 3, 2011

Record keeping companies such as Fidelity Investments and JP Morgan will likely raise costs on retirement plan clients and limit the guidance they can provide them — if the Department of Labor's proposed definition of fiduciary rule goes through,...

Commodities ETFs can be taxing

January 30, 2011

The K-1s are coming! The K-1s are coming! Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss. But this year, some investors...

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