Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
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By Staff WriterAssets in the industry's first mutual fund providing managed futures exposure are approaching the half-billion mark. The year-old Rydex Managed Futures Strategy Fund has attracted...
March 04, 2008
Asset Allocation, Green Investing Evolving"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...
March 01, 2008
Asset Allocation, March 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 17, 2008
The Significance Of Net Unrealized Appreciation In IRA Rollover PlanningIndividual investors commonly believe that an IRA rollover is their best option for continuing to defer taxes on qualified plan assets when they leave their ...
February 08, 2008
MFS Launches Target Total Return FundMFS Investment Management unveiled a new Diversified Target Return Fund (DVRAX) that will use quantitative as well as fundamental analysis in its investment strategy, and...
February 01, 2008
Asset Allocation, February 2008To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
February 01, 2008
ICI Stydy Shows Steady Industry ImprovementThe latest annual survey of some 4,000 U.S. households finds 20 percent view the mutual fund industry very favorably, up from 19 percent a year...