The concept of offering faith-based exchange-traded funds is novel, but the offerings available to prospective investors barely differentiate themselves from one another — and are often too expensive — according to a new report from Standard & Poor's.
Why hedge fund portfolios are defined to a far greater extent by the simple avoidance of a series of classic mistakes.
The hedge fund industry saw investment returns decline by 1.4% in June. That's hardly a banner month, but the hedgies still managed to outperform the broad equity markets, which fell by 5.4% in June.
Pessimism and fear are creating opportunities in the second half of 2010 for those with cash, said Terry Diamond, chairman of Talon Asset Management.
Despite a tepid response from plan sponsors, asset management firms continue to develop and promote annuity-enhanced target date funds, insisting that demand for retirement income will spur interest.
Michael Hasenstab is senior vice president, portfolio manager and co-director of global fixed income at the Franklin Templeton Fixed Income Group.
Managers of private investment partnerships usually get paid both a base management fee and a performance fee. Many times, the performance fee isn't paid in cash, but is instead paid to the manager as an allocation of profits.
Music played on rare violins, violas and cellos brings joy to audiophiles and may also soon bring happiness to the wallets of investors.
Assessing risks from mutual funds' use of synthetics requires principals-based approach, group's task force tells SEC
The Charles Schwab Corp.'s effort to drum up business in its newly launched stable of exchange-traded funds by waiving commissions for its clients continues to draw intense interest from its competitors and advisers. At two separate conferences Wednesday, questions were raised about Schwab's ground-breaking decision with various levels of concern.
American Funds had for years been a darling of the adviser community, but after the market tanked in 2008, the funds' equity bent hurt performance.
The call for the week: I continue to attempt to “keep” the profits accrued since the March 2009 bottom.
MetLife Inc., the biggest U.S. life insurer, agreed to pay the government $13.5 million to resolve an investigation into “improper” payments to a San Diego-based broker that sold the company's coverage.
Insurance regulators state legislators plan to tackle the thorny issue of insurable interest with regard to annuity sales, preparing the groundwork for changes that could discourage stranger-originated-annuity transactions.
These investments — wherein a third party purchases an annuity with a death benefit and assigns a sickly person as the annuitant — came up at the group's 2010 Spring Meeting this week.
Goldman Sachs Group Inc. has retreated even further from the life settlements arena, shutting down Longmore Capital, its life settlements provider, according to reports.
The Charles Schwab Corp. last week announced the launch of six managed portfolios of exchange-traded funds available through a fee-based portfolio advisory program.
Take it from the experts at Morningstar: Don't blindly follow the stars in their rating system.
J.P. Morgan Asset Management has named George Gatch, the president and chief executive of J.P. Morgan Funds, as chief executive of its investment management Americas business, replacing Eve Guernsey.
