Grace Under Pressure
“There’s no SRI going on here at all,” George Schwartz, CFA and president of Schwartz Investment Counsel, bluntly stated at the outset of the interview. “We do MRI.”
Don’t Diss Bond Funds: Goldman Sachs
As interest rates rise and investors withdraw billions from bond funds, Goldman Sachs Asset Management is asking them to take a closer look at fund performance and asset allocations.
Top Portfolio Products: Goldman Rolls Out MLP Fund
In addition, Franklin Templeton Launches EM Bond Fund, while Global X introduces ETFs with focus on Nigeria and Central Asia/Mongolia.
Vanguard Shares Latest Fund Changes
Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.
Vanguard Tinkers With 20 Funds, Including TDFs
Vanguard said Wednesday it was tweaking the asset mix of 20 funds, including several TDFs, “to further diversify these broad, balanced portfolios” and to incorporate the new Total International Bond Index Fund.
Hennessy Advisors Wraps Up Merger With FBR Funds
This deal brings the group’s assets under management to $3.1 billion.
Top Portfolio Products: Muni Bonds from PIMCO & Global Bonds from T. Rowe
New products introduced over the last week include an indexed annuity offering a chronic care benefit from the Phoenix Cos. and five new volatility-weighted indexes from Compass Efficient Model Portfolios.
Top Portfolio Products: Market Vectors’ Indonesia ETF; Turkish Private Equity Fund Closes
New products introduced over the last week include a new Indonesia small-cap ETF from Market Vectors; the closure of a Turkish private equity fund; a high-yield bond fund from Aberdeen; and a new fund trust from Gemini.
Benchmarking in Tough Times
Look at your calendar. We've already reached the half-way point of the year. How are your clients' portfolios doing? Right now is a good time...
Affiliated Managers to Buy Fremont Funds
July 14, 2004 -- Affiliated Managers Grp (AMG) said on Wednesday that it has agreed to acquire 13 mutual funds with about $3 billion in...