Investing

Displaying 13489 results
Hedge funds are waking up to redemptions
EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
This new ETF tracks the green version of the S&P 500
EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

By Bloomberg
A more reachable retirement savings target: 60% of pre-retirement income
EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
$25B institutional money manager takes a leap into retail
EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
ETFS NOV 30, 2015
Eaton Vance announces rollout of first NextShares

By John Waggoner
ETFS NOV 30, 2015
How Vanguard pulls billions from Wall Street every year

While Washington has long been debating how to reform big Wall Street banks, Vanguard is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry.

By Bloomberg
EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

By Jeff Benjamin
Bond ETF sales surge as Treasuries rank dead last
FIXED INCOME NOV 30, 2015
Bond ETF sales surge as Treasuries rank dead last

Investors are selling U.S. government bond exchange-traded funds at the fastest pace in 14 months as the Federal Reserve prepares to raise interest rates.

By Bloomberg
BlackRock's iShares taking in money fast and furious
ETFS NOV 30, 2015
BlackRock's iShares taking in money fast and furious

For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.

By Bloomberg
EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
ALTERNATIVES NOV 25, 2015
Alternative investments combined with fee-based services are changing the investing world

Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.

By Michael Spellacy
Shakeup in senior management of AR Capital products
ALTERNATIVES NOV 25, 2015
Shakeup in senior management of AR Capital products

President of BDCA, company at center of Galvin complaint, is removed; others step down

By Bruce Kelly
Sallie Krawcheck dishes on being downsized
EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
EQUITIES NOV 24, 2015
Pimco loses another crown, this one for emerging markets bonds

<i>Breakfast with Benjamin:</i> The money manager has lost the emerging-markets bond crown when ill-timed bets drove investors out the door to the tune of 62%.

By Jeff Benjamin
How should advisers allocate to alts? It depends
ALTERNATIVES NOV 24, 2015
How should advisers allocate to alts? It depends

Before making a decision, advisers must evaluate what a client wants from alternatives, as well as their capacity for risk and liquidity.

By Greg Iacurci
EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

By Jeff Benjamin
ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
How investors get yield wrong and how dangerous that can be
FIXED INCOME NOV 23, 2015
How investors get yield wrong and how dangerous that can be

Three principles that can help advisers manage yield responsibly for clients.

By Phill Rogerson
AR Capital to stop creating new nontraded REITs, close existing programs to new investors
ALTERNATIVES NOV 23, 2015
AR Capital to stop creating new nontraded REITs, close existing programs to new investors

In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.

By Bruce Kelly