Investing

Displaying 13488 results
MUTUAL FUNDS JUL 26, 2009
Use target date funds the right way

Given last year's investment results, especially in 2010 target date funds, there are many who question whether the target date fund concept itself is fatally flawed.

By Anne Lester
FIXED INCOME JUL 26, 2009
Muni analysts want more issuer disclosure

The recently issued SEC proposal to expand issuer disclosure in the $2.7 trillion municipal-securities market doesn't go far enough, say muni-bond analysts and the mutual fund industry.

By Dan Jamieson
MUTUAL FUNDS JUL 26, 2009
Last year's big fund laggards rise to the top in first half

Consumer cyclical stocks, junk bonds, financial stocks and emerging-markets stocks were among the biggest losers last year, but during the first six months of this year, they propelled a handful of mutual funds to the top of the performance charts.

By David Hoffman
ETFS JUL 24, 2009
After Finra warning, firms back away from leveraged ETFs

At least three brokerage firms have decided not to sell leveraged exchange traded funds a month after the Financial Industry Regulatory Authority Inc. warned brokers that they “typically are unsuitable for retail investors” who hold them longer than a day.

By Bloomberg
MUTUAL FUNDS JUL 23, 2009
Old Mutual to cut its mutual fund lineup by about half

Old Mutual Capital Inc. of Denver today announced a plan to eliminate about 45 administrative and sales positions over the next eight months as the firm looks to shrink its mutual fund lineup by about half.

By David Hoffman
ESG JUL 23, 2009
Power Play launches non-traded solar energy index

Power Play Research today launched the Power Play Global Solar Energy Index (PPGSEI), which will record the performance of more than 50 solar energy companies in developed countries worldwide.

By Sue Asci
ESG JUL 22, 2009
Green Century touts small carbon footprint in fund

In a move to raise awareness about transparency in green investing, Boston-based Green Century Capital Management Inc. today announced the results of a carbon analysis of one of its mutual funds.

By Sue Asci
EQUITIES JUL 22, 2009
All-bond allocation unwise despite equity jitters, says Ibbotson

Despite the superior performance of fixed-income assets recently, an all-bond asset allocation is unlikely to deliver investors the returns they need in the future, according to analysis released by Ibbotson Associates, the research division of Morningstar Inc. of Chicago.

By Sue Asci
ETFS JUL 22, 2009
Russell takes its first step into ETF marketplace

A top index provider is considering offering its own lineup of exchange traded funds, but just what those funds would look like is a mystery.

By David Hoffman
RETIREMENT PLANNING JUL 22, 2009
For young couples, renting may be a better option

Slumping home prices and financial incentives may make homeownership all the more tantalizing for young newlyweds, but advisers warn that renting may be the smarter choice.

By Darla Mercado
ALTERNATIVES JUL 22, 2009
Hedge funds up 9.1% in second quarter

Hedge funds came back with a vengeance during the three-month period ending June 30, posting the industry's best performance since the fourth quarter of 1999, according to Hedge Fund Research Inc. in Chicago.

By Bloomberg
ALTERNATIVES JUL 22, 2009
FundQuest adds alternatives to SMA platform

FundQuest Inc. of Boston has expanded the offerings on its managed-accounts platform to include select alternative strategies.

By Jeff Benjamin
ALTERNATIVES JUL 21, 2009
U.S. markets ranked low on integrity by financial professionals stateside and abroad

Hedge fund managers and corporate boards received low marks with regard to ethical behavior in a recent survey of financial-industry professionals.

By Bloomberg
ALTERNATIVES JUL 19, 2009
Ameriprise to pay $17.3M to settle case with SEC

Ameriprise Financial Services Inc. has agreed to pay $17.3 million to settle charges that it received nearly $31 million in undisclosed compensation for selling its brokerage customers real estate investment trusts between 2000 and 2004, according to the Securities and Exchange Commission.

By Sara Hansard
MUTUAL FUNDS JUL 19, 2009
Fund liquidations, mergers on rise

The market's decline is taking its toll on mutual funds.

By Sue Asci
ETFS JUL 19, 2009
Exchange traded products for commodities take hit

The reputation of exchange traded products that give investors access to commodities took a hit this month when one of the largest exchange traded commodities pools — the $3.61 billion U.S. Natural Gas Fund LP (UNG) — was forced to stop issuing new shares.

By David Hoffman
FIXED INCOME JUL 19, 2009
Municipal bonds thrive despite states' deep economic woes

Although state and local governments across the country face staggering budget deficits, their struggles are having little effect on municipal-bond prices.

By David Hoffman
RETIREMENT PLANNING JUL 19, 2009
Compensation: SEC mandate called too broad

Financial advisers are troubled by an administration proposal that would allow the Securities and Exchange Commission to ban commissions and take other sweeping actions regarding their fees.

By Sara Hansard
ETFS JUL 19, 2009
Natural gas seen as too cheap to ignore

On paper, the case for investing in natural gas is straightforward: It is a clean, largely domestic fuel now selling at 74% below its peak price of a year ago.

By Jeff Benjamin
ETFS JUL 17, 2009
Schwab's offering of nine new ETFs may be 'late to the game'

Charles Schwab Investment Management Inc. has filed papers with the Securities and Exchange Commission to offer nine exchange traded funds.

By David Hoffman