The current uncertainty surrounding the equity markets and the overall economy, tied largely to the troubled banking industry, is playing right into the hands of Stephen Goddard, co-portfolio manager of the $80 million <b>AFBA 5 Star Balanced Fund </b>(AFSAX).
Advisers are using ETFs in multiple ways, in both the core and satellite allocations, as well as in the active and passive slices of investors’ portfolios.
The SEC accused Donald H. Allen and his companiesof raising around $9.9 million from 350 investors and failing to disclose that no profits had been generated.
Dow Jones Indexes and the Chicago Climate Exchange are for investors seeking exposure to the carbon trading market.
Industry insiders believe that the ETF slowdown is little more than a bump in the road and attributable more to sour markets than exchange traded funds themselves.
The exchange traded fund world got a little more exciting this year with the introduction of the first truly actively managed ETFs.
Portfolio managers who battened down their hatches for credit market squalls, falling U.S. rates and a sagging greenback led the ranks of fixed-income performers for the 12-month period through June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.
The boom in exchange traded funds appears to have come to an end.
In the biggest shakeout thus far, 25 exchange traded funds already have closed this year, indicating that this fast-growing sector of the fund industry may be settling down.
A generous portion of commodities and no exposure to financial services company stocks was the recipe for success among equity managers for the 12-month period ended June 30, according to Morningstar Inc.'s separate-account/commingled-fund database.
The second quarter hasn't been kind to mutual funds that focus on the life insurance sector.
Fifteen HealthShares exchange traded funds will close as part of a reorganization of the 19 HealthShares ETFs.
The wild popularity of 130/30 funds notwithstanding, recent analysis of the unique long-short strategy suggests that advisers would be wise to check under the hood for a closer look at the portfolio and not just jump in to the latest marketing craze.
Pacific Investment Management Co. is raising fees as of Oct. 1 on the institutional share classes of several funds.
There are many shades of green — and there are many varieties of green funds.
Focus and strategic ability are important skills for a financial industry leader, and Keith Hartstein, president and chief executive of the $54 billion John Hancock Funds of Boston, has found a unique way of honing these talents — by fencing.
The redemptions were triggered by an 8% drop in U.S. stock indexes in June, followed by further deterioration in July.
A tax-exempt strategy that utilizes exchange traded funds investing in municipal bonds has been announced by Curian Capital.
U.S. exchange traded fund assets totaled about $575 billion as of June 30, down 5.4% from the beginning of the year.
The bond market is in for more volatility, but a turnaround could start to emerge in the next six months, according to the head of Invesco Ltd.'s worldwide fixed-income division.
