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What a difference a year makes
As 2009 wound to a close, it was hard not to look back at the global financial markets just 12 months ago and realize how far and how quickly the recovery had come.
Domestic equity markets
The fourth quarter of 2009 started out on shaky ground with the domestic equity indexes falling sharply in October.
International markets
The international developed markets were muted during the fourth quarter with the Russell Developed Large Cap ex-North America Index up just 2.3%.
Outlook
The U.S., and indeed most of the global economies, faces a transition period in 2010, one that must be carefully handled.
U.S. municipals
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U.S. fixed income
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International equity
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U.S. small-cap equity
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U.S. mid-cap equity
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U.S. large-cap equity
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Fixed income
After a relatively sleepy start to the quarter, the taxable fixed income markets went on a quick rollercoaster ride for the final 60 days of the year.
Calamos to hike minimum on convertible-bond managed accounts
Serving smaller convertible-based accounts has become too challenging, so the fund company is raising the investment minimum to $750,000, from $100,000.
Covestor lines up five money managers for ‘adviser-less’ platform
The five new management firms will add 12 strategies to the Covestor platform's mix of 46 investment strategies.
FundQuest adds Fidelity VA to platform
FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider.
SMA assets pick up but still show vulnerability to stock market volatility
Assets in separately managed accounts increased 5% in the second quarter to $467.6 billion — but were down 31.3% from one year earlier, according to data from the Money Management Institute in Washington.
Anyone for a cafeteria-style SMA?
In a unique twist on the separately managed account model, a new platform is tapping day traders and non-registered amateurs to manage the portfolios of individual investors.
Assets in broker-managed accounts rival those in wraps
Assets in broker-managed ac-counts reached the levels of traditional wrap fee accounts in the first quarter of the year, a milestone in the fee-based business at major brokerage firms.
Growth potential seen for managed accounts
The global economic crisis could turn out to be a blessing in disguise for the ever-expanding managed-accounts industry.
Bond portfolios that played it safe fared best
Safety reigns supreme this year, with managers of long-duration and government bond strategies taking six of the top 10 spots in Morningstar Inc.'s database of separate accounts and collective investment trusts for the year ended March 31.
Non-traditional strategies dominate in equity funds
Equity managers overall got a boost at the end of the first quarter, thanks to the March rally, but the firms at the top of the performance charts for the 12-month period ended March 31 were those that followed non-traditional strategies, according to Morningstar Inc.'s database of separate accounts and collective investment trusts.
