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Money Management Executive

Key Trends Driving the Fund Industry

– George Costas and Nicole DeBlois of Boston Financial Data Services discuss keeping up with the shifting market dynamic and positioning for growth.

Active ETFs: Approach for Asset Gathering

– The ETF industry has witnessed a number of new active ETF product introductions. As of mid October, 44 of the 161 ETFs launched this year were active as tracked by First Bridge Data.

Fidelity Leadership: A Family Affair

– The nation's second largest mutual fund manager has a new leader, but the last name will remain the same.

When Outsourcing Is Worth It

– The drive for boutique fund providers to outsource in order to streamline operations is largely motivated by the largest providers that make it difficult, if not impossible, for many new players to enter the industry and succeed over the long run.

Asset Managers Eye Patenting Index Strategies

– A small but growing number of fund managers are finding that patenting an index strategy can have strategic and marketing advantages.

How This Mutual Fund Giant Stays a Step Ahead of Cyber Crooks

– Ken Pfeil, the chief information security officer for the Pioneer companies, shares the security measures he's taken to keep cybercriminals and malware exploits from affecting the infrastructure he oversees.

Asset Allocation: Fact and Fiction

– Fund companies are known to go too great lengths to try to create alpha for their clients. Some rely on high-conviction strategies - a formula Alpha Architect says it can offer at lower costs. Money Management Executive asked the company's founder, Wesley Gray, about its business model and how it competes.

Client Communication Via Video

– Mutual fund and ETF companies are always looking for more effective ways to communicate with current and prospective clients. The most valuable way is face-to-face communication.

Abigail Johnson Takes Reins at Fidelity After Climbing Ranks

– Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.

Asset Managers Slow to Adopt Mobile Apps

– Mobile apps have become center-pieces of many businesses the last few years, but asset management companies have been slower to catch on.

Pimco Cut Government-Related Debt Last Month as Gross Quit

– Pimco may have begun to unwind some of Bill Gross’s market bets, according to changes in holdings data from the world’s largest bond mutual fund.

Fund Industry's Changing Environment

– Should fund companies rethink the ways they measure risk? Amid a rush into alternatives, will fund providers be introducing many more long/short or multifactor products? Money Management Executive put those questions and many more to Aye Soe, senior director for global research and design at S& P Dow Jones Indices, to get her assessment of how the fund industry environment is changing.

Gross’s Janus Fund Got $66.4 Million in Deposits Last Month

– Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.

Takeaways from ICI Tax & Accounting Conference

– What were the takeaways at the Investment Company Institute's 2014 Tax and Accounting Conference in Phoenix last week? We put the spotlight on key regulatory and operation issues impacting the asset management industry.

Gross-Pimco Exit: Wakeup Call for Industry?

– Bill Gross's departure from the firm he founded raises questions for asset managers on whether having a big name at the top of a fund is the right approach when marketing to advisors and investors.