Mutual Funds

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ETFS AUG 27, 2007
ALPS Fund Services climbs another mountain

PHILADELPHIA — After years of looking after the back-office needs of its mutual fund and exchange traded fund clients, ALPS Fund Services Inc. is itself getting into the advisory business.

By ewilliams
MUTUAL FUNDS AUG 27, 2007
Choppy market seen hurting closed-end funds

IRVINE, Calif. — Market turmoil could create some pretty unhappy closed-end-fund investors and put a damper on the closed-end-fund-underwriting business. At the same time, professional closed-end-fund investors said that they are still buying their favorite issues, which now trade near historically large discounts to net asset value.

By Bloomberg
ETFS AUG 22, 2007
Claymore ETFs bow on NYSE

Claymore has launched three ETFs based on Morningstar Super Sector Indexes on the New York Stock Exchange.

By Bloomberg
MUTUAL FUNDS AUG 20, 2007
SEC debuts e-filing for mutual funds

The Securities and Exchange Commission has begun its voluntary electronic filing program for mutual funds.

By Bloomberg
MUTUAL FUNDS AUG 20, 2007
Vanguard urges target-date benchmarks

The lack of a benchmark is impeding the growth of target-date funds, according to The Vanguard Group.

By Bloomberg
ETFS AUG 20, 2007
ETF assets predicted to top $2 trillion

Total assets under management globally in ETFs are expected to top $2 trillion by 2011, up from $669 billion as of June 30, according to a report by Morgan Stanley.

By Bloomberg
ETFS AUG 15, 2007
ETF to deal in carbon emissions

XShares filed a registration statement with the SEC to offer ETFs in AirShares EU Carbon Allowances Fund.

By Bloomberg
ETFS AUG 13, 2007
ETFs seek shelter from Reg NMS

Some ETF providers are asking the SEC for exemption from a part of Regulation NMS, CCH Wall Street reported.

By Bloomberg
ETFS AUG 13, 2007
Index unit’s planned IPO sparks concerns about conflicts

PHILADELPHIA — Morgan Stanley’s plans to take its MSCI Inc. index unit public is raising concerns about conflicts of interest that may arise when an index company must answer to shareholders.

By Bloomberg
ETFS AUG 06, 2007
Van Eck Global goes nuclear

Van Eck Global announced that it will launch an exchange traded fund based on nuclear energy.

By Bloomberg
ALTERNATIVES AUG 03, 2007
Barclays launches Int'l REIT ETFs

Barclays Global Investors today launched the first iShare ETF to invest in international real estate via real estate investment trusts.

By Bloomberg
ETFS JUL 30, 2007
Claymore launches upscale ETF

Claymore Securities Inc. has launched an exchange traded fund designed to profit off of companies in the luxury goods-and-services market.

By Bloomberg
ETFS JUL 26, 2007
Vanguard creates MSCI EAFE-based ETF

The new ETF tracks the Morgan Stanley Capital International Europe, Australasia and Far East index.

By Bloomberg
MUTUAL FUNDS JUL 23, 2007
Morningstar reverses stance on board governance

PHILADELPHIA — Morningstar Inc., the mutual fund research company, is backing off its long-held position that fund boards that oversee multiple funds are less effective stewards than those responsible for just a few funds.

By Bloomberg
MUTUAL FUNDS JUL 23, 2007
Sentinel’s changing of the guard a way to get distributors’ attention

BOSTON — Say goodbye to the Green Mountain Boy. As part of an ambitious growth strategy designed to get its mutual funds noticed by distributors, Montpelier, Vt.-based Sentinel Asset Management Inc. is retiring its decades-old icon.

By Bloomberg
ETFS JUL 16, 2007
Some advisers eagerly await SEC’s OK of muni ETF

PHILADELPHIA — An exchange traded fund that invests in municipal bonds is expected finally to become a reality — a prospect that excites some financial advisers.

By Bloomberg
ETFS JUL 12, 2007
WisdomTree debuts emerging-markets ETFs

WisdomTree Trust will launch a new dividend-weighted exchange traded fund tomorrow on the NYSE.

By Bloomberg
ETFS JUL 11, 2007
ETF assets dip slightly in June

ETF assets fell to $478 billion in June from $480 billion in May, according to State Street Global Advisors.

By Bloomberg
MUTUAL FUNDS JUL 11, 2007
Mutual funds fall under hedge regulation

Mutual funds will now be subject to a new rule that prohibits fraud in hedge funds and other private investment pools.

By Bloomberg
ETFS JUL 11, 2007
Claymore & Zacks unveil ETFs

Claymore Securities Inc. has teamed up with Zacks Investment Research to launch two exchange traded funds on the American Stock Exchange today.

By Bloomberg