More mutual fund companies soon will offer individual investors access to a strategy that is popular among institutional investors who are trying to outperform a benchmark.
Bank sales of variable annuities that invest in mutual funds continue to grow but are outpaced consistently by those of mutual funds. That’s a function of periodic adverse publicity combined with compliance hassles, observers say.
The ever-increasing focus on social and environmental causes is attracting a segment of the hedge fund industry to a movement that is considered by some to be the ultimate test of socially conscious investing.
PHILADELPHIA — A mutual fund company is taking a chance on the burgeoning market of infrastructure investments.
WASHINGTON — Disclosures of 12(b)-1 fees should be made clearer and easier to decipher, but the fees themselves should not be abolished, officials from the mutual fund and brokerage industries said at a Securities and Exchange Commission round table last week.
Bear Stearns will chip in up to $3.2 billion to help one of its struggling hedge funds
State Street Global Advisors said that its SPDR Standard & Poor's BRIC 40 ETF will begin trading on the American Stock Exchange today.
Hedge fund Ritchie Capital has filed for bankruptcy for two of its life insurance units that lost $700 million in policies.
Treasury Secretary Henry Paulson will propose an anti-money laundering framework for small banks tomorrow, The Wall Street Journal said.
Maurice R. Greenberg has sued current and former AIG directors and management, as well as PricewaterhouseCoopers.
Investors who won big during China’s stock market rise are looking to cash in on its possible decline, the Wall Street Journal said.
HFR has introduced the HFRX Diversity Index, designed to reflect the performance of the minority- and women-owned hedge funds.
Two Bear Stearns hedge funds that invested heavily in securities backed by subprime mortgage loans are close to being shut down.
The SEC voted to allow mutual funds to submit data on their risks and returns in an interactive electronic format.
The London Stock Exchange has launched a new electronic trading system which promises to execute trades in 10 milliseconds.
Noted academic Frank J. Fabozzi will serve as senior adviser to ETF and index research firm IndexIQ Inc.
Pyramis Global Advisors, a Fidelity Investments Co. subsidiary, has appointed Daniel E. Crowe as a portfolio manager of mid-cap growth equities for institutional clients.
Bear Stearns Broker-Dealer & Investment Advisor Services has expanded its mutual fund platform.
Hedge fund net inflows picked up $20.7 billion during the first quarter, bringing 12-month inflows to $99.3 billion.
The cost of owning mutual fund shares fell to the lowest levels in more than a quarter century last year.
