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Alternative Investments

50% of Money Market Customers Fear Fluctuation of Net Asset Value

February 7, 2012 - Fidelity Investments has warned regulators that more than half of its money-fund clients would move some or all of their assets out of the investments if the net asset value of the funds were allowed to fluctuate.

John Hancock Plays Its Triple A Strategy

February 7, 2012 - Alternative assets. Alternative styles. Absolute return. Those are the three bases of John Hancock Mutual Funds newly launched effort to set itself apart as, in itself, an alternative to larger mutual fund creators, marketers and managers.

As Hedge Funds and Mutual Funds Collide

February 6, 2012 - Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.

BATS Program to Reward Makers of Markets in Exchange-Traded Products

February 6, 2012 - BATS Global Markets said the Securities and Exchange Commission approved its Competitive Liquidity Provider program, proposed last year.

Arbitration Panel Orders Merrill Lynch to Pay $1.4M To Investor

February 3, 2012 - An arbitration panel has ordered Merrill Lynch to pay an investor $1.4 million in a case that called into question the value of the collateralized loan obligation investments the firm sold.

Stock Issuers Get Electronic Connection to Investors

February 3, 2012 - An investment bank has launched DirectMarkets, a first-of-its-kind platform that directly links stock issuers with investors, in primary offerings of securities.

The Hidden Jewel in ETFs: Bullion

February 3, 2012 - Since its inception in November 2004, the average annual return of State Street Gold Shares has been 18.72%. By comparison, the S&P 500 has returned half of 1% a year in that time.

Election Year Returns: The S&P 500 Tally

January 31, 2012 - As voters in Florida head to the polls Tuesday to decide who will take on President Obama in November, you can bet many will be have another kind of change in mind. On average, the S&P 500 has improved 14% in the fourth year of a Democratic administration. But this year could be much different, based on statistics so far for the Obama term.

Direxion Changes Index for Commodity Fund

January 30, 2012 - irexion Funds said it is is making modifications to its line of “buy and hold” alternative strategies, effective February 1, 2012.

Currency: Asset Class? Risk Class? Both.

January 27, 2012 - $10 billion of equities change hands each day in the United States. $4 trillion of currency changes hands each day, globally. Which asset do you want to trade in?

BNY Mellon Opens Wealth Management Office in the Cayman Islands

January 26, 2012 - BNY Mellon has opened its first wealth management office in the Cayman Islands as part of an effort to expand the firm’s global capabilities to serve international clients.

State Street to Develop Actively Managed ETFs

January 26, 2012 - State Street Global Advisors is not only going to sell its own funds and partner with other asset managers that do not have the regulatory wherewithal to go it alone.

Citi, Research Affiliates Developing Investable Bond Indices

January 25, 2012 - Known as the Citi RAFI Bond Index Series, the series will include sovereign and corporate bond indices and use fundamental measures to weight the index components.

Emerging Markets Lose Favor With ETF Investors

January 25, 2012 - Investors pulled $4 billion out of exchange-traded funds that invested in emerging markets last year, making them the least popular form of ETFs in 2011.

Electronic Tools Help Fund Managers Capture Alpha

January 24, 2012 - Electronic alpha capture is poised to become a major workflow tool for every portfolio manager and broker-dealer to help prioritize insights gleaned from incoming data and options, a new report from Tabb Group indicates.