The Markets
ETF Flows Totaled $7.5B in July
July saw investors put $7.5 billion into U.S. Exchange-Traded Funds (ETFs), according to Strategic Insight (SI), an Asset International company.
Funds See $25B in July Flows
Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and bond mutual funds in July...
July Fund Flows Edge up to $14B
Flows into U.S. open-end funds increased slightly in July to $14.1 billion versus $13.5 billion in June, according to the latest Morningstar fund flow data.
ETF Assets Increased $50B in July
Exchange-traded fund (ETF) industry assets rose $50 billion for the month of July – up 6.5%, according to the State Street Global Advisors (SSgA) ETF Snapshot.
July Brings ‘Modest’ Pension Funding Recovery
After nearing record deficits at the end of June, U.S. pension plan funded positions have recovered modestly during July thanks mostly to rising equity markets, according to Mercer.
Q2 Bleak in BNY Mellon Master Trust Arena
The median plan in the BNY Mellon U.S. Master Trust Universe posted a -4.87% return for the second quarter of 2010.
June Fund Flows Reported at $25B
Stock and bond funds experienced June net inflows of $25.5 billion according to new Financial Research Corporation (FRC) data.
Doll Says No Boom but Better Investing Conditions in Next Decade
The investing environment for the next 10 years won’t match the boom conditions of the 1980s and 1990s, but will be much better than that of the decade...
Less Active Investors Seeking Help
Fidelity Investments has released research data that finds varying investor reaction and behavior to the ongoing market volatility.
Private Equity Sees Modest Gain in Q1 2010
For the quarter ended March 31, 2010, the State Street Private Equity Index posted a 2.22% return.
Fixed Income ETFs Continue Growth
Exchange traded fund (ETF) industry assets in the U.S. decreased 0.4% during the first half of 2010, as investors held $772 billion in 897 ETFs as of June...
Study Indicates Costs Influence Investor Selections
The general investing public has realized that costs matter when selecting mutual funds or exchange-traded funds (ETFs), according to a recent Vanguard Group study.
FedEx Ships Back Rest of 401(k) Match
With earnings per share for its fiscal first quarter expected to be up between 81% and 116%, the FedEx Corporation announced Monday it would fully restore its 401(k)...
Principal R/E Fund Queues Up Another Payment
Principal’s frozen real estate fund has made another payment.
SEC Proposes Rules on 12b-1 Fees
The Securities and Exchange Commission (SEC) has proposed measures aimed at improving the regulation of mutual fund distribution fees and providing better disclosure for investors.
Target Maturity Funds See Negative Returns in Q210
As global equity markets stumbled during the second quarter, so did returns for target maturity funds, according to Ibbotson Associates.
Clients Expected to Increase Donations to Offset Tax Hikes
The majority of financial advisers (87%) expect income taxes to increase for most of their clients in the next 12 to 18 months, with one in four...