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Money Management Executive

Shareholder Communication Enhancements Eyed

– In the backdrop of increased competition and evolving technology, asset management companies are stepping up their shareholder communication efforts.

Editor's View: What Improving Shareholder Communication Means

– Mutual fund and ETF providers are stepping up their communication efforts with advisors to be successful in cultivating long-term relationships.

Operations Under Pressure

– In an increasingly complex global investment landscape, how are asset managers and servicers meeting the demands on their middle- and back-office operations? More than five years on from the global financial crisis, the asset management industry continues to adjust, a recent survey by EY of large global asset managers and fund administrators shows.

How SEC Rules Will Impact Fund Companies

– The SEC's move to finalize a controversial package of reforms overhauling money market funds hands providers a new set of compliance challenges that some in the sector warn will create a considerable operational burden and make the funds a less attractive investment vehicle.

Where Are Active ETFs Headed?

– Active ETFs may seem contradictory to investors, so ETF providers have a built-in challenge to tackle them.

Capital Group Said to Hire Amundi’s Arrieta to Open Spain Office

– Capital Group Cos., the third- largest manager of U.S. mutual funds, hired Alvaro Fernandez Arrieta, head of sales for global clients at Amundi Asset Management, to open its first sales office in Spain, said two people familiar with the matter.

BlackRock Supports New SEC Rules for Money-Market Mutual Funds

– BlackRock Inc., the world’s biggest money manager, said it backed the new rules for money-market mutual funds adopted today by the U.S. Securities and Exchange Commission.

5 Insights Many Liquid Alts Sponsors Overlook

– It seems like everyone is talking about liquid alternatives.

How to Improve Your Message

– In today's noisy world, some brands stand out while others are easily overlooked. Mutual fund and ETF companies must constantly work to improve their messaging, create compelling visuals and evolve with the times.

Money-Market Funds Getting New Regime Aimed at Preventing Runs

– U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds.

Geoff Bobroff, Fund Consultant, Dies of Heart Attack at 70

– Geoffrey H. Bobroff, a money management consultant whose career in the investment industry spanned five decades, has died. He was 70.

Making the Most of a Due Diligence Meeting

– Landing on advisors' approved lists of products can be a marketing and distribution boon. Once there, the focus becomes what are the key things that a research analyst is looking for in an initial due diligence meeting, and how can a fund provider make the meeting count?

What Fund Managers Need to Know About FATCA

– Recent efforts of the U.S. government to recapture tax dollars hidden in offshore investment accounts have captured the full attention of leading banks and investment firms overseas. U.S. investment firms, however, have no reason to relax. More than ever before, U.S. mutual funds and other providers of U.S.-based investment offerings will be charged with policing these new efforts to compel proper reporting of U.S. taxpayer income.

Editor's View: Are Mutual Funds FATCA Enforcement Agents?

– With Fidelity Investments telling U.S. clients who live outside the U.S. that they can no longer buy or trade mutual funds in their brokerage accounts as of Aug. 1, what other moves might lie ahead as mutual fund providers respond to global regulatory changes?

Pimco Names Mogelof as Asia-Pacific Head Amid Leadership Changes

– Pacific Investment Management Co. named Eric Mogelof to head its business in the Asia-Pacific region as the company reshapes its leadership following the departure of former Chief Executive Officer Mohamed El-Erian.