Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
PIMCO Total Return Outflows Down 65% in November
By Janet LevauxMeanwhile, Bill Gross' new Janus fund added $770 million, and the DoubleLine Total Return Bond Fund gained $800 million during the month.
November 24, 2014
PBGC to protect 401(k) assets rolled into pensionsFewer employers offer a defined-benefit plan but where they do, the PBGC decision could help encourage participants looking for a guaranteed lifetime income stream.
November 14, 2014
Small Foundations Have Outsized Charitable Impact, and Assets Have GrownFoundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
November 12, 2014
BlackRock’s Rieder Fund Snags PIMCO AssetsRieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
November 11, 2014
PIMCO Outflows Painful but Not Deadly: MorningstarThe flagship Total Return Fund had $50 billion in net outflows in the past two months, but Morningstar sees positive future potential.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
October 28, 2014
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits RiseUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
October 28, 2014
Investment Performance Alone Does Not Drive Asset FlowsSo, what drives asset flows? Great investor relations, suggests a new white paper.