Results for "index funds"

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BlackRock's iShares avoids trip to the Supreme Court

March 3, 2015

The U.S. Supreme Court has declined to intervene in a lawsuit against BlackRock Inc. by investors who said the company keeps too much of what it makes from lending securities held by its iShares ETFs. The court's decision Monday, which came...

Merrill Lynch tells its advisers to get some water

March 3, 2015

A top strategist at Bank of America Corp.'s Merrill Lynch unit is asking the firm's more than 14,000 financial advisers to consider an alternative asset to buoy sinking commodity returns: water. It may not be listed on the New York Mercantile...

Japanese stock funds reflecting long-awaited economic turnaround

March 2, 2015

As an investment destination, Japan has had such a tarnished reputation for so many years it might not be the first place investors think about when considering international diversification, but the performance numbers are beginning to look...

To improve portfolio diversification, look to technology

February 24, 2015

Today's market environment presents a host of challenges to advisers that necessitate embracing a new approach to portfolio construction — particularly when it comes to diversification — to improve client outcomes. The reality is that the...

BlackRock adds fuel to smart beta debate in push for exotic bond strategies

February 23, 2015

A new BlackRock Inc. fund being promoted as the money manager's first foray into bond-based “smart” beta is further blurring the hotly debated definition of a term that's driving advisers into exotic investment strategies. The world's largest...

Getting smarter investors to move beyond an “offense-only” approach

February 23, 2015

People who can be classified as members of the growing mass affluent group might be considered better informed and more sophisticated at planning their financial futures. They have achieved success through hard work, and they have invested wisely,...

Alternatives are earning their keep in 2015

February 10, 2015

The U.S. equity markets have calmed down since the rocky start to 2015, but as hedge fund indexes start rolling out January performance data, the numbers are showing how using alternatives to diversify makes sense. In a month that saw the S&P...

After Bill Gross, Pimco Total Return performance is back at the top

February 9, 2015

When it comes to performance, at least one influential third party says Pimco is back on top. At the end of January, Morningstar Inc. raised its star rating on Pimco Total Return's institutional share class, PTTRX, to the highest-possible mark,...

Fund managers warned on exotic ETFs

February 3, 2015

Smart beta, the increasingly popular index-investing strategy, is drawing fresh scrutiny from industry analysts and regulators who say new products need to be better tested before earning a place in investor portfolios. The funds, which straddle...

State Street, facing historic redemptions, slashes ETF prices

February 3, 2015

State Street Corp., whose ETF lineup saw the largest redemptions in history last month, on Tuesday aggressively cut its prices on nearly a third of its funds. The Boston-based custody bank is one of the early pioneers in building exchange-traded...

When underperforming the S&P 500 is a good thing

February 1, 2015

As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

Smart beta booming despite a name everyone hates

February 1, 2015

Say what you will about smart beta, but, please, do not call it smart beta. With few exceptions, true believers in the fast-growing hybrid of active management and passive investing are adamant that the strategy in general needs a better name....

Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

It's getting easier to tell good stocks from bad

January 26, 2015

You didn't have to be a genius to make money in equities the last two years. Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the S&P 500 Index, let alone beat it....

The next thing to worry about: Investor overconfidence

January 23, 2015

The down side of a multi-year bull market in stocks is that investors stop worrying so much about financial security. Sometimes, a little fear is a good thing. A credit card is not a long-term backup plan With crude oil at around $46 a barrel,...

Little incentive to use 529 plans under Obama proposal

January 21, 2015

The way Americans save money to send their children to college would likely change under proposals President Barack Obama alluded to in his State of the Union address Tuesday. The tax benefits of the nation's 529 college savings plans and Coverdell...

Europe and Asia may be a mess, but long-term investors can find opportunities there

January 16, 2015

The U.S. economy and equity markets might currently be considered among the strongest in the world, which could represent the perfect opportunity to zig when so many other investors are zagging. As contrarian moves go, there's nothing quite...

Fed confidence in the U.S. economy starts to wane

January 15, 2015

The Fed's general and persistent optimism about the U.S. economy lets in a hint of concern over oil prices and consumer spending. Rate hikes? They'll keep us guessing. Optimism that the economy could shift to a somewhat higher gear Hats off...

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

January 14, 2015

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach. “All the job growth from 2007 until today can really be attributed...

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