Jul 29, 2014 In the backdrop of increased competition and evolving technology, asset management companies are stepping up their shareholder communication efforts.
Jul 28, 2014 Mutual fund and ETF providers are stepping up their communication efforts with advisors to be successful in cultivating long-term relationships.
Jul 28, 2014 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.
Jul 28, 2014 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.
Jul 25, 2014 Active ETFs may seem contradictory to investors, so ETF providers have a built-in challenge to tackle them.
Jul 25, 2014 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.
Jul 23, 2014 BlackRock Inc., the worlds biggest money manager, said it backed the new rules for money-market mutual funds adopted today by the U.S. Securities and Exchange Commission.
Jul 23, 2014 It seems like everyone is talking about liquid alternatives.
Jul 23, 2014 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.
Jul 23, 2014 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.
Jul 22, 2014 Geoffrey H. Bobroff, a money management consultant whose career in the investment industry spanned five decades, has died. He was 70.
Jul 22, 2014 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?
Jul 21, 2014 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.
Jul 21, 2014 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?
Jul 18, 2014 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.