Fidelity Investments has warned regulators that more than half of its money-fund clients would move some or all of their assets out of the investments if the net asset value of the funds were allowed to fluctuate.
With a projected valuation of as much as $100 billion, Facebooks imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.
Participants in employer-sponsored retirement plans are hungry for investment guidance and willing to use automatic enrollment features to achieve their goals, according to results of a survey of changing attitudes toward retirement readiness by State Street Global Advisors.
Alternative assets. Alternative styles. Absolute return. Those are the three bases of John Hancock Mutual Funds newly launched effort to set itself apart as, in itself, an alternative to larger mutual fund creators, marketers and managers.
Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.
Retirement Projected to Hit $22 Trillion by 2016; Fund Uses Student Research; Gets Morningstar Five Stars; Deutsche Boerse: It's a Black Day for Europe
The performance benchmark for stocks in developing countries, the MSCI Emerging Market Index, has grown at almost 21% annually over the past three years.
State Street to Develop Actively Managed ETFs; Investors (Again) Lose Faith in U.S. Equity Funds; Citi, Research Affiliates Expanding Bond Indices
SEC OKs NYSE Merger; e ETFs Grow 20.6%; Investors Venture Back Into Stock Mutual Funds
You've heard of structured products. These largely were complex securities based on lots of streams of cash in underlying loans whose flows were not well predicted. There was a credit crisis associated with them in 2008.