Results for "managed accounts"

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Vanguard finds another way to get its ETFs in your clients' hands

February 24, 2015

The Vanguard Group Inc. is attracting assets — and advisers — to yet another barely advertised program that puts funds together in client portfolios. In what's sometimes called the exchange-traded fund strategist business, Vanguard is building...

Fidelity records massive profit, despite fund outflows

February 12, 2015

Fidelity Investments increased its earnings by 29% last year, to a record $3.4 billion, despite surging investor redemptions of its mutual funds. The company's fund outflows — and its continued evolution to a diverse investment and service...

Pershing, courting digital wealth managers, teams with Motif

January 27, 2015

Pershing is partnering with Motif Investing Inc. as the online brokerage start-up looks to expand its services for financial advisers in the U.S. and extend its reach internationally, an executive from the custodian said Monday. “A lot of...

Swiss franc fallout hits some liquid alt funds harder than others

January 20, 2015

Financial advisers who have been watching from a distance the fallout from Switzerland's surprise move last week to remove its currency ceiling against the euro might want to take a closer look at some of the mutual funds in their clients' portfolios....

iShares says not so fast on passive investing winning the day

January 13, 2015

The success of exchange-traded funds is incorrectly being interpreted as a victory for passive investing, according to executives at BlackRock Inc.'s iShares, which won a third of the U.S. ETF industry's record $242 billion haul last year. Instead,...

The top 25 socially conscious funds

December 8, 2014

Fund 1-year return 3-year return 5-year return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9 0.95% Vanguard FTSE Social...

The latest separately managed account data

December 8, 2014

U.S. large-cap equity Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Mellon Capital Management - Large Cap Growth Strategy 3.53% 26.02% 25.87% 18.57% 15.46% 1.2 $1,265.0...

Money managers scraping to catch up to record stock market

November 3, 2014

Your mutual fund manager, flush with cash, might be in a bind. Record S&P 500 runs away from mutual funds trailing index More bad news for Nicholas Schorsch and his real estate empire? RCS drops plan to Buy Cole Capital from American Realty...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Advisers must avert Pimco panic

October 5, 2014

The abrupt departure of legendary bond investor Bill Gross from Pimco is yet another opportunity for investment advisers to reach out to clients and provide sage advice. The first piece of advice is: Don't panic. Don't rush to sell Pimco mutual...

Bill Gross' terrible, horrible, no good, very bad year

September 26, 2014

The news that Bill Gross, co-founder of Pacific Investment Management Co., has decided to head to Janus Capital Group Inc. to manage fixed-income portfolios is the latest twist in a year full of headlines for the so-called "Bond King." From...

Managed accounts emerging on the 401(k) scene for plan sponsors

September 21, 2014

Managed accounts are emerging on the 401(k) scene for plan sponsors, but not everyone believes these funds are a panacea for employees. The Government Accountability Office released a report this summer that pointed out a variety of areas for...

Legacy Smith Barney managed funds program closed

September 16, 2014

In a move that further simplifies its platform since acquiring Smith Barney, Morgan Stanley Wealth Management has closed a large managed mutual fund program to new clients. The program, called TRAK Fund Solution, was closed to new investors...

Are you prepared to make an exit from the stock market?

September 9, 2014

If the Federal Reserve pursues an “exit” from its ultra-low interest rate policy, are you be prepared for an exit from the stock market, should things turn south? There's a group of investors that say an “exit” is ludicrous – there's...

Why separately managed accounts are undergoing a rebirth

August 15, 2014

A class of products that have been around for a long time are undergoing a rebirth: separately managed accounts, or SMAs. The recent sales figures have been impressive. SMA market assets have bounced back to levels last seen before the financial...

SEC cracks down on wrap accounts

August 14, 2014

The Securities and Exchange Commission's attempt to ferret out conflicts of interest at registered investment advisers has zeroed in on potential misuse of popular flat-fee wrap accounts. The SEC made the vehicles an examination priority this...

Barack Obama's attempt to both embrace and shun the financial markets

August 6, 2014

Obama's conundrum: Opposing the same trickle-down economics that the U.S. economy has been riding for five years. You didn't build that. Bragging about gains in a stock market that is still controlled by just 20% of the population Increased...

Successful alt strategies could give Pimco a needed boost

July 25, 2014

Rising interest in alternative investments could give Pimco a needed boost as investors flee its core bond funds. Over the last year, the firm's absolute-return strategies took in nearly $4.7 billion, according to Morningstar Inc. And from 2011...

The downsides of laddered bond portfolios

July 15, 2014

We think investors who build laddered portfolios to protect against rising rates will be disappointed — by locking in low yields with traditional ladders or by hidden risks of higher-yielding ladders. In our view, actively managed portfolios...

Separately managed accounts

June 16, 2014

U.S. large-cap equity Product 1Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Reaves Asset Management - Long Term Value (Utility/Energy Infrastructure) 7.13% 15.79% 12.00% 18.65%...

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