Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Investors navigate to long/short credit strategies
By Warren S. HerschThe report pegs net flows of long/short credit strategies at $1.1 billion in 2012 and $1.4 billion year-to-date through May 2013.
July 29, 2013
Advisors as Servant and Leader, Preventing Wire Fraud and More: August Investment Advisor—SlideshowCharles Ellis, the best-selling author, consultant and Ivy League professor who founded Greenwich Associates, has some simple advice for advisors who want to grow strong firms that should be obvious but frequently isnt: Be a good leader and serve your mission well.
July 26, 2013
Why Can't Advisors Tell the Difference Between Alternative Assets and Strategies?Money managers at Curian say too many advisors fail to adequately understand the difference between alternative strategies and assets, to the detriment of portfolio building and client outcomes.
July 26, 2013
Top Portfolio Products: WisdomTree Launches Small-Cap Dividend Growth FundBondDesk, S&P Capital IQ team on odd-lot fixed income pricing service; Direxion announces splits on nine ETFs.
July 25, 2013
Why Do Active Fund Managers Closet Index? It's in Their Interest$A new study seeks to locate active mutual fund managers incentives for closet indexing. One likely candidate: it will help their comp.
July 25, 2013
Guggenheim's Belden on Interest Rate Risk and ETFsGuggenheim Investments' William Belden suggests one way to deal with rising rate anxiety: shorten duration to lower risk and volatility.
July 25, 2013
Morningstar Guru Johnson: The Cons and Pros of Active ETFsPoints to consider before managers take the active ETF route
July 25, 2013
What Do Ballistic Missiles, Barbara Bush and Alternative Investments Have in Common?It might sound like a joke, yet it is anything but, says Collins Capital's Dorothy Weaver.