Displaying 409 results
Gross’ greatest project: Giving it all away
Bond King has already donated $700 million; plans to disburse rest of his $2 billion fortune to charity
Investors shun stock pickers, favor Vanguard, BlackRock, State Street
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.
Financial adviser sentenced to 51 months for ripping off elderly clients
Tuesday's Breakfast with Benjamin features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Coming off a big year, Janus files for exotic ETFs
Move launches competition with Goldman Sachs in alternative space
Pimco Total Return Fund drops another $11.6B even with decent performance
Breakfast with Benjamin Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Active managers get a seat at the ETF table
To the chagrin of some, a fast-growing industry comes to terms with active management.
After Bill Gross, Pimco Total Return performance is back at the top
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Pimco to fight fund lawsuit challenging Bill Gross pay
Investor says firm took lucrative payouts at the expense of shareholders.
Vanguard warns advisers on stock risk in client portfolios
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
Hedge fund employees enjoy the fruits of their labor
On Friday's Breakfast with Benjamin, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Gross: Good times over, markets set to fall
Bond guru predicts minus signs for many asset classes.
From big rallies to fallen (bond) kings, we saw it all in 2014
Liquid alts and robo-advice emerge as major stories
Off with his head: How Pimco deposed the Bond King
The inside story of the final months of turmoil at Pimco as Bill Gross lost control.
Bernanke joins Pimco as senior adviser
His second consulting agreement with a top money manager in as many weeks.
Janus sees Gross as a ‘game changer’
After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.
Pimco plucks two from Schroders for equities expansion effort
Giles Money joins as a money manager in global growth equity strategies and Lucrecia Tam as an equity analyst focused on industrials,
What the Pimco saga can teach advisers
Due diligence on funds requires blending performance data with professional judgment
Morningstar’s latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
Pimco paid billionaire Gross $290 million bonus in 2013
In 2013, when Pimco's Total Return Fund trailed a majority of peers, the money manager paid former CIO Bill Gross a gigantic sum.
