Investing

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MUTUAL FUNDS SEP 20, 2012
Abigail Johnson up another rung at Fidelity

Tapped to head fund giant's core businesses

By JKEPHART
MUTUAL FUNDS SEP 20, 2012
Fido's marketing of ultrashort-bond fund ends in $375K settlement

Company agrees to pay sum to settle Finra charges it exaggerated credit quality of securities in fund

By DJAMIESON
MUTUAL FUNDS SEP 20, 2012
This Islamic mutual fund is a 1-percenter even OWS would love

Following Shariah law — and thus steering clear of bank stocks — the Amana Trust Income Fund has been a stellar performer

By JKEPHART
EQUITIES SEP 18, 2012
BlackRock's Doll finds a new home at Nuveen

By JKEPHART
What keeps institutional investors up at night?
EMERGING MARKETS SEP 18, 2012
What keeps institutional investors up at night?

Survey shows money managers still spooked by events in Europe

By JKEPHART
MUTUAL FUNDS SEP 18, 2012
INsider: Is Vanguard thinking about life after money funds?

Company said to be considering adding CDs, bank accounts to offerings; potential move not tied to SEC's reform push, exec says

By JKEPHART
ALTERNATIVES SEP 18, 2012
Ex-JPMorgan exec made killing off whale of a mistake

Feldstein made money betting against the bank, then made more helping it unwind the trades; 'not a master of the universe'

By John Goff
EMERGING MARKETS SEP 17, 2012
Money managers avoiding Mideast — except one country

Latest round of protests underscores concerns about investing in the volatile region.

By Jeff Benjamin
FIXED INCOME SEP 17, 2012
Bill to limit muni adviser regs advances

By Mark Schoeff Jr.
Bondwagon? Investors hop on cheap munis
FIXED INCOME SEP 17, 2012
Bondwagon? Investors hop on cheap munis

Investors chasing yield are hopping on municipal bonds, which remain cheaper than Treasuries. The question: When will the rush into tax-exempts end?

By John Goff
MUTUAL FUNDS SEP 16, 2012
Time to break up Legg?

By JKEPHART
MUTUAL FUNDS SEP 16, 2012
Gundlach may be seeking equity stars at TCW

If it decides to create an equity investment team, DoubleLine Capital LP may be going back to the well at founder and chief executive Jeffrey Gundlach's former employer one more time.

By JKEPHART
Aging investors should hold more stocks, BlackRock says
EQUITIES SEP 13, 2012
Aging investors should hold more stocks, BlackRock says

With life expectancies rising, fixed income investments won't make savings last longer

By Gregory Crawford
Unreal yields see Gross trumpet real assets
ALTERNATIVES SEP 13, 2012
Unreal yields see Gross trumpet real assets

Bond king says property, commodities a better bet for protecting purchasing power

By John Goff
Where are all the assets going? Into the hedges
ALTERNATIVES SEP 13, 2012
Where are all the assets going? Into the hedges

Hedge funds expected to see substantial leap in AUM in next five years; risk management is key

By Jeff Benjamin
DoubleLine looking to expand into equities
EQUITIES SEP 12, 2012
DoubleLine looking to expand into equities

By JKEPHART
MUTUAL FUNDS SEP 12, 2012
Gundlach bond fund drew the most investor money in first half

By Bloomberg
RIAS SEP 11, 2012
How to sell complex financial products in a hostile environment

Because many complex financial products have the potential for sudden and/or severe losses of principal, it is imperative that firms recommending these products document a thorough “reasonable basis” suitability analysis.

By Bloomberg
ALTERNATIVES SEP 10, 2012
SMA managers bullish on alt ETFs

By Jeff Benjamin
Morningstar expands coverage of alternatives universe
ALTERNATIVES SEP 10, 2012
Morningstar expands coverage of alternatives universe

Initial coverage encompassed 40 funds; so far, only one merits a gold star

By Jeff Benjamin