If Vanguard Group founder John Bogle knew back in 1974 that Vanguard would become the juggernaut it is, would he have done things differently?
Babson Capital Management LLCs loan fund more than doubled amid surging demand from investors for high-yield floating-rate debt.
It's a rare day when a hedge fund manager admits he's never heard of an asset type. But that's just what Ray Schuville, a managing director and private client advisor at U.S. Trust, heard from a client earlier this year.
Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.
David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.
The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.
With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.
It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.
The U.S. Court of Appeals for the District of Columbia Circuit has put alternative mutual funds on notice after ruling in favor of the Commodity Futures Trading Commission by upholding its recent amendments to Rule 4.5 that will require mutual funds that bet on gold, oil or other commodities to register as commodity pool operators.
Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.