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Money Management Executive

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.

Fink Says Federal Regulatory Process Needs More Transparency

– BlackRock Inc.’s Laurence D. Fink, chief executive officer of the world’s biggest money manager, said the regulatory process for identifying systemic risks in the financial markets needs to be more transparent.

What Providers Need to Know About Smart Beta

– Smart beta ETFs are set to attract assets from both active managers and passive indexes, many providers and analysts say.

Marketing Forces Lift New Fund Launches

– When new mutual funds and ETFs hit the market, effectively communicating the focus of these investment platforms can often prove critical to their success out of the gate.

Editor's View: How Successful Fund Launches Leverage Distribution

– There have been 103 ETFs launched thus far in the first half of 2014 as of June 30 compared to 157 for all of 2013. A total of 902 new mutual funds by share class have been launched in the first half of 2014 compared to 2,083 for all of 2013.

Where Are Active ETFs Headed?

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

Expert View: Understanding the Uptick in ETPs

– ETPs/ETFs listed globally reached $2.64 trillion in assets, a new record high, at the end of Q2 2014, according to analysis at ETFGI.