Results for "mutual funds & ETFs"

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Low fees not main draw to bond ETFs

October 28, 2012

Fixed-income exchange-traded funds have exploded in popularity, but low costs aren't the main draw for financial advisers as they are with equity ETFs. Fixed-income ETFs broke out last year, when they recorded inflows of $43 billion, more than...

Former bond fund colleagues now competitors

October 28, 2012

The woman widely viewed as the likely successor to legendary bond fund manager Daniel Fuss has joined a new firm that will put her in direct competition with her old colleague. Kathleen Gaffney, who co-managed the $22 billion Loomis Sayles Bond...

Legg Mason breaks streak, finally ends net outflows

October 26, 2012

Legg Mason Inc.'s streak of 20 consecutive quarters of net outflows is finally over — thanks to risk-averse investors. Legg Mason's money market funds had $9.7 billion of inflows during the third quarter (the company's fiscal second quarter),...

Low volatility on a high-yield bond fund? Swaps are the secret sauce

October 26, 2012

Turning a high-yield-bond fund into a low-volatility total-return strategy is as easy as sprinkling in some credit default swaps. Of course, that assumes the portfolio manager is sufficiently skilled in the application of the hedging strategy,...

It looks like a bond and smells like a bond, but it's an ETF

October 25, 2012

BlackRock Inc.'s exchange-traded fund arm, iShares, plans to launch a series of corporate bond ETFs that look and act like individual bonds. The proposed series of iShares Corporate Bond Funds will be a set of target-date ETFs, each holding...

Amid fee war, advisers say price isn't paramount with bond ETFs

October 24, 2012

Fixed-income exchange-traded funds have exploded in popularity over the past two years, but, unlike with equity ETFs, low costs aren't the main draw for advisers. Fixed-income ETFs broke out in 2011 when they recorded inflows of $43 billion,...

Fuss' new frenemy

October 23, 2012

The woman widely viewed as the likely successor to legendary bond fund manager Daniel Fuss has taken on a new role that will put her in direct competition with her old colleague. Kathleen Gaffney, who co-managed the $22 billion Loomis Sayles...

Fuss' heir apparent at Loomis sails off

October 22, 2012

Kathleen Gaffney, the long-time co-manager of the Loomis Sayles Bond Fund with Daniel Fuss has left the firm to join rival Eaton Vance Management. News of Ms. Gaffney's departure was first reported Monday morning by InvestmentNews. In confirming...

Natixis acquires $13.5 billion asset manager

October 21, 2012

Natixis Global Asset Management LP is beefing up its fixed-income asset management capabilities with the acquisition of McDonnell Investment Management LLC. Natixis, which has $711 billion under management, announced last Tuesday that it had...

The Hartford's makeover centers on mutual fund push

October 21, 2012

Fresh from dropping its annuity and life insurance product lines, The Hartford Financial Services Group Inc. is sharpening its mutual fund pitch to broker-dealers. The massive insurance company is undergoing a makeover, this time as a property-casualty...

BlackRock combines fund sales teams

October 21, 2012

BlackRock Inc. last week combined its mutual fund and exchange-traded-fund sales teams to create the largest sales force in the asset management industry. The sales juggernaut of 275 will be a mix of generalists who focus on combining actively...

Our real benchmark is responsibility

October 21, 2012

Aphrase in vogue in corporate circles these days is “measure or be measured.” Financial services is a business of measures. We focus on returns, alpha and beta, standard deviation and reversion to the mean. We measure everything we do against...

Bond managers turn bullish on bank loans

October 21, 2012

The influx of cash into high-yield portfolios has sent some bond fund managers rushing toward bank loans instead. Managers from Fidelity Investments, Loomis Sayles & Co. LP and Eaton Vance Corp. who have the freedom to invest in multiple asset...

Behind BlackRock's latest salvo in ETF price ... contretemps

October 18, 2012

It has become almost a weekly news bulletin lately that some big-name provider of exchange-traded funds is introducing a new way to cuts fees. Even though ETF industry gurus don't like to call it a “price war,” because they say companies...

In sales revamp, BlackRock targets buy-and-holders

October 18, 2012

BlackRock Inc. this week combined its mutual fund and exchange-traded-fund sales teams to create the largest sales force in the asset management industry. The sales juggernaut of 275 will be a mix of generalists who focus on combining actively...

The unspoken cost of liquid alternatives

October 17, 2012

With only about $130 billion in total assets invested in alternative strategy mutual funds and exchange-traded funds, the so-called liquid alternatives space is still relatively small. But, as more attention is paid to non-correlated strategies,...

Recent rash of ETF closings could leave advisers red-faced

October 16, 2012

The exchange-traded-fund industry is undergoing something of a house cleaning, with a record 86 funds pulled off the shelves since the start of the year. What's more, the increasing number of ETF flameouts might land some advisers on the hot...

Vanguard launches first bond fund in three years to fight inflation

October 16, 2012

If inflation rears its ugly head, The Vanguard Group Inc.’s first new bond fund in three years should help investors fight it. The Vanguard Short-Term Inflation Protected Securities Fund Ticker:(VTIP) will invest in Treasury inflation-protected...

Legg's Miller seeks redemption as housing bull

October 15, 2012

Legg Mason Inc. (LM)'s Bill Miller, who beat the Standard & Poor's 500 Index for a record 15 years before crashing on bank stocks, is seeking redemption as a housing bull. Miller's Legg Mason Capital Management Opportunity Trust (LMOPX) has...

Small-cap funds are struggling

October 14, 2012

Small-capitalization mutual funds, representing one of the few areas where investors usually can justify the added cost of active management, have fallen down and can't seem to get up. Through the first nine months of this year, only about a...

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