A key component to a successful wholesaling and marketing plan to capture AUM includes identifying wire houses, regional platforms, and other RIAs who currently use your existing products and indicate strong interest in owning your ETF.
Bill Gross, who has been running the $1.5 billion Janus Global Unconstrained BondFund since leaving Pimco last year, is getting a co-manager.
Lord Abbett applied with the SEC to create an interfund lending facility, the second such move by a large money manager in the past week.
Generation Y is more conservative than other generations when it comes to retirement savings.
Bill Gross joined the growing ranks of money managers expressing concern that a decline in liquidity could exacerbate losses for fund investors during a market decline.
While IT budgets at buy-side firms have not fully recovered from the cutbacks of the Great Recession, front-office demands keep growing in quantity, complexity and required speed of response.
Goldman Sachs Asset Management (GSAM) announced it has entered into an agreement with Deutsche Asset & Wealth Management (DeAWM) to acquire DeAWM's stable value business, with total assets under supervision of $21.6 billion as of June 30, 2013
Mutual fund families have traditionally left the topic of how to allocate certain fund expenses to management and fund officers.
Rob Goldman founded Goldman Small Cap Research (GSCR)--not affiliated with Goldman Sachs--in 2009. He has over 20 years of investment and research experience as a senior research analyst and as a portfolio and mutual fund manager.
Innovation is a constant in any industry, but sometimes in the fund business its mark is not always obvious.