Results for "money market funds"

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Is the great correlation over?

September 24, 2013

The unprecedented correlation between asset classes that stemmed from the financial crisis appears to be over, strategists said Tuesday at the InvestmentNews Alternative Investments Conference in Chicago. Advisers need to keep that in mind as...

Vanguard to pay short-term capital gains on money market funds

September 24, 2013

The Vanguard Group Inc. is paying out short-term capital gains on three of its money market funds, an unprecedented move sparked by the low-interest-rate environment. The company announced short-term capital gains, payable today, on three of...

Firms seek reworking of money fund reform

September 22, 2013

Major financial firms are calling on the Securities and Exchange Commission to narrow its money market fund reform plan, asking it to exclude tax-exempt money funds and revise the definition of “retail investor,” among other changes. In...

Reserve Primary Fund settles shareholder suit for $54.9M

September 9, 2013

Bruce R. Bent II, president of the $62.5 billion Reserve Primary money-market fund that failed during the financial crisis, agreed to settle a shareholder lawsuit in an accord worth about $54.9 million. Bent and his father, Bruce R. Bent, are...

Unfinished business: Money fund reform lurks in wake of financial crisis

September 5, 2013

A year ago, when opposition from the asset-management industry killed her plan to make money-market mutual funds safer, U.S. Securities and Exchange Commission Chairman Mary Schapiro looked to Timothy Geithner, then the Treasury Secretary, to...

Schwab plans money-market-like ETFs

August 5, 2013

Charles Schwab Investment Management plans to launch a trio of money-market-like exchange-traded funds as fee waivers and regulation weigh on traditional money market funds. Schwab, the fifth-largest money fund manager, will roll out two-month,...

The Takeaway: SEC warns money funds about defaults

July 22, 2013

Portfolio And now...the Bull Case for China (yes, it exists).  (FT Alphaville) Why Bill Ackman's Herbalife trade was flawed from the start.  (Bronte) ...meanwhile, Dan Loeb's trade in Yahoo works like a charm - he even convinces the company...

Educate clients about money funds

June 9, 2013

Like it or not, the SEC is pushing ahead with yet another reform of the $2.6 trillion money market mutual fund industry. Although no one truly likes or wants more regulation, financial advisers should view this latest effort as an opportunity...

Possible exodus from money funds

June 9, 2013

Financial advisers foresee an exodus of investors from money market funds if the reforms floated by the Securities and Exchange Commission are implemented. Last Wednesday, the SEC unanimously approved and released a proposal that offered two...

SEC backs two options to control money funds; White floats combo

June 5, 2013

Seeking to enact the money market fund reform that eluded her predecessor, Securities and Exchange Commission Chairman Mary Jo White today floated a two-part plan that was unanimously approved by her fellow commissioners, including the three...

SEC to try again on money market reform

May 31, 2013

Nine months after the Securities and Exchange Commission failed to advance money market fund reform amid a storm of industry protest, the agency will try again next week — this time with a new leader at the helm. On June 5, the SEC, now headed...

SEC floats small step in money market fund reform

May 10, 2013

U.S. securities regulators are reviewing a proposal that would require the riskiest money-market mutual funds to adopt a floating share price, according to a person familiar with the matter. The proposal from the Securities and Exchange Commission...

White offers little on future of MM reform

May 5, 2013

Making her first major public speech to an audience of mutual fund executives, Securities and Exchange Commission Chairman Mary Jo White said next to nothing about one of their biggest concerns: a regulatory revamp for money market funds. “As...

SEC's White plays money market reform close to the vest

May 3, 2013

Making her first major public speech to an audience of mutual fund executives, Securities and Exchange Commission Chairman Mary Jo White said next to nothing about one of their biggest concerns — a regulatory revamp for money market funds....

Funds flowing from money markets into equities; bonds get some too

April 12, 2013

Optimism abounds among individual investors, which helps supports a case for another stock market milestone. As roughly $85 billion moved out of money market funds over the past three months, at least half went into equity mutual funds — a...

ICI criticizes risk council

January 27, 2013

The Investment Company Institute, the mutual fund industry's main trade group, last week said that federal regulators exceeded their legal authority in urging the Securities and Exchange Commission to overhaul rules for money market funds. The...

McNabb to FSOC: Forget funds

January 20, 2013

William McNabb, chief executive of The Vanguard Group Inc., wants the Financial Stability Oversight Council to stay out of the battle over money market fund regulation. “FSOC should not make recommendations to the SEC at this time,” Mr....

Vanguard boss to FSOC: Butt out

January 15, 2013

Vanguard CEO William McNabb published an open letter to the Financial Stability Oversight Council suggesting the regulator stay out of the ongoing battle over further regulation of the money market fund industry.  “FSOC should not make recommendations...

Money funds take the lead in reforms

January 13, 2013

Six big mutual fund companies last week agreed to disclose the daily NAV of their money funds, an unusual show of unity among rivals aimed at heading off the threat of stricter regulation. On Friday, Fidelity Investments, Federated Investors...

Fidelity could be latest to disclose daily NAVs of money funds

January 10, 2013

Fidelity Investments, the largest provider of money market funds, with $425 billion in assets, could be the latest company to start disclosing the net asset value of those funds daily. Stephen Austin, a spokesman, said the firm is strongly considering...

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