Investing

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MUTUAL FUNDS JAN 14, 2015
Bill Gross owns majority of Janus bond fund he runs

Billionaire fund manager and family hold shares worth $739 million.

By Bloomberg
Gross eats his own cooking at Janus, putting more than $700M in his fund
ETFS JAN 14, 2015
Gross eats his own cooking at Janus, putting more than $700M in his fund

The former Bond King invested more than $700 million of his own money in his unconstrained bond fund, according to Janus Capital Group CEO Dick Weil. The news sparked a rally in Janus shares.

By Bloomberg
ETFS JAN 14, 2015
Bond ETFs defied pundits in the fourth quarter

Although it took until October for the Fed to wind down its bond buying, markets had a radically different reaction than had been forecast: Bonds rose in value.

By Jeff Tjornehoj
Eaton Vance lands first outside firm to license 'nontransparent' NextShares
MUTUAL FUNDS JAN 14, 2015
Eaton Vance lands first outside firm to license 'nontransparent' NextShares

American Beacon signs on to structure that combines aspects of mutual funds and ETFs.

By Trevor Hunnicutt
Meredith Whitney's hedge fund and how it sputtered in its debut year
ALTERNATIVES JAN 14, 2015
Meredith Whitney's hedge fund and how it sputtered in its debut year

Starting her debut hedge fund without a staff of analysts to help choose investments and relying too much on one investor's money helped lead the star analyst astray, according to a person with direct knowledge of her firm. Now, her office in New York is on the market, her two top executives left and the fund tied to Platt's BlueCrest Capital Management sued in Bermuda last month to get its $46 million back.

By Bloomberg
Pimco Total Return lags peers for second-straight year
MUTUAL FUNDS JAN 14, 2015
Pimco Total Return lags peers for second-straight year

The flagship fund, which suffered heavy withdrawals last year, failed to meet ex-boss Bill Gross' forecast that it would be on top by the end of 2014, recording a second-straight year of trailing most of its peers. The fund is poised to benefit from rising rates in 2015.

By Bloomberg
INDEPENDENT BROKER DEALERS JAN 13, 2015
Robert Benmosche remembered as tenacious, fair by colleagues

Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.

By Bloomberg
Custom target date funds gaining in DC plans: Report
RETIREMENT PLANNING JAN 13, 2015
Custom target date funds gaining in DC plans: Report

DOL tip in 2013 prompts plans to take a look at how the funds fit.

By Robert Steyer
Utility, consumer stocks can play defense when market volatility spikes
EQUITIES JAN 13, 2015
Utility, consumer stocks can play defense when market volatility spikes

Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

By Jeff Benjamin
Pimco names Seidner to run unconstrained bond fund as Parikh exits
MUTUAL FUNDS JAN 13, 2015
Pimco names Seidner to run unconstrained bond fund as Parikh exits

Pimco named Marc Seidner as lead manager of the Pimco Unconstrained Bond Fund as Saumil Parikh leaves the firm, the first high-profile departure since the surprise exit of co-founder Bill Gross.

By Bloomberg
Rate hike not likely before April: Federal Reserve
FIXED INCOME JAN 13, 2015
Rate hike not likely before April: Federal Reserve

Broad support for Chair Yellen's assessment of likely timing, some officials concerned inflation could remain too low.

By Bloomberg
ETF managers, bringing in historic levels of cash, still preparing for a bear
EQUITIES JAN 13, 2015
ETF managers, bringing in historic levels of cash, still preparing for a bear

As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.

By Trevor Hunnicutt
The new variable and indexed annuity leaders
INDEPENDENT BROKER DEALERS JAN 13, 2015
The new variable and indexed annuity leaders

Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.

By Darla Mercado
ALTERNATIVES JAN 12, 2015
As fund-raising dries up at ARCP's Cole Capital, senior executives head for the door

Team goes to rival Griffin Capital Securities after disappointing month.

By Bruce Kelly
EQUITIES JAN 12, 2015
Equity ETFs post third straight year of plus-side returns

Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.

By Tom Roseen
Hedge fund employees enjoy the fruits of their labor
EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

By Jeff Benjamin
Advisers preach calm, buckle in as markets bounce
EQUITIES JAN 12, 2015
Advisers preach calm, buckle in as markets bounce

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.

By Jeff Benjamin
ALTERNATIVES JAN 12, 2015
Schorsch exits key company that was part of his REIT empire

The REIT czar resigned from American Realty Capital Properties, which has lost more than a quarter of its value since <a href="//www.investmentnews.com/article/20141029/FREE/141029916/schorschs-american-realty-capital-discloses-serious-accounting&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">disclosing accounting errors.</a>

By Bruce Kelly
RETIREMENT PLANNING JAN 12, 2015
Powerful GOP senator to defend retirement tax incentives

Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.

By Mark Schoeff Jr.
ALTERNATIVES JAN 12, 2015
Schorsch-related nontraded REIT sales drop in November

Fundraising for American Realty Capital REITs declined 58% last month while Cole Capital suffered an 81% falloff in the wake of an accounting scandal. <i>(See also: <a href="//www.investmentnews.com/article/20141208/FREE/141209911/st-nicholas-puts-holidays-on-ice&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">St. Nicholas puts holidays on ice</a>)</i>

By Bruce Kelly