February 3, 2012 – Morningstar research finds that 50 mutual funds have stakes in Facebook. Heres who has them.
The SEC is now concerned with disclosure of banks' EU exposure - and banks are pushing back.
Custom target-date funds are beginning to proliferate at the expense of their off-the-shelf counterparts. That's due to plan sponsors wanting to have greater control over what's in a fund and have access to a wider array of investments to put in them.
Current IssueFidelity Investments Institutional Services has been rebranded as Fidelity Financial Advisor Solutions. Lynne A. Goldman, its senior vice president for investment product management and development, talked with MME about how the business helps advisers help investors.
Fidelity Investments did something last week that a decade ago most likely was not imaginable-or feasible.
The two mostly widely held exchange-traded funds are from State Street Global Advisors. They are the ship that launched the industry, the SPDR S and P500 Fund (SPY) and the ship that allowed everyday as well as institutional investors to invest in gold, without the trouble of buying bullion.
State Street to Develop Actively Managed ETFs; Investors (Again) Lose Faith in U.S. Equity Funds; Citi, Research Affiliates Expanding Bond Indices
Stewart Head of EMEA Client Mgt. at BNY Mellon; Franklin Templeton Names Two New Hires; BlackRock Appoints Powers Director/Trustee; Dillon Gage Names Friedman EVP
Will the recent SEC alert chill the use of social media by asset management firms? Or simply put it on ice?
| On the target date; that's what it stands for | 0% |
| 20 years after the target date; retirees might run out of money otherwise | 0% |
| Target-date funds should always maintain exposure to equities | 100% |