Jul 2, 2015 – 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.
Jul 2, 2015 – Bill Gross, who has been running the $1.5 billion Janus Global Unconstrained BondFund since leaving Pimco last year, is getting a co-manager.
Jul 1, 2015 – Face-to-face effort is one reason why BMO Global Asset Management has amassed $249 billion in AUM, with established footprints not only in Asia but even in the oil-rich Middle Eastern Gulf nations.
Jul 1, 2015 – 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.
Jun 30, 2015 – Generation Y is more conservative than other generations when it comes to retirement savings.
Jun 30, 2015 – 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.
Jun 29, 2015 – Following a strong first half this year for both U.S. mutual funds and ETF assets, many industry leaders are keeping a positive outlook for the remainder of 2015.
Jun 29, 2015 – Shutting down the Greek market has trained attention on ETFs tracking its stocks, adding an element of speculation to their prices as long as the Athens bourse is closed.
Jun 26, 2015 – Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.
Jun 26, 2015 – After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.
Jun 25, 2015 – Bill Gross is no longer running the world’s biggest bond fund, but one thing hasn’t changed: his love for Mexico.
Jun 25, 2015 – Antitrust officials at the Justice Department are investigating trading related to Treasuries, people familiar with the matter said earlier this month, without specifying what sorts of trades are drawing scrutiny.
Jun 24, 2015 – Even though ETF assets in the U.S. have surpassed those of hedge funds, there are managers returning at least triple the return of U.S. stocks and beating bonds by more than 10 times.
Jun 24, 2015 – The iShares U.S. Healthcare Providers exchange traded fund has attracted $247 million in net inflows this year, the biggest first-half total since it started trading in May 2006.
Jun 23, 2015 – The Chinese fund-management company, which oversees $100 billion, is seeking to open an office in New York “very soon” and another in London.