The Markets

Institutional investors should review information that goes beyond the typical scorecard when measuring the success of a portfolio or switching asset managers, according to a study from Mellon...

The latest Investment Management Outlook (IMO) survey from Russell Investments finds manager optimism regarding U.S. equities and bonds fell across the board.

The first study by the newly launched Putnam Institute suggests most lifecycle fund offerings in today’s market are too aggressive in their equity exposure

Pacific Investment Management Company (PIMCO) selected J.P. Morgan to offer five of its U.S.-registered exchange-traded funds (ETFs) on the Mexican Stock Exchange.

A panel at the PLANSPONSOR National Conference discussed best practices for building a better retirement plan investment menu.

A report from Strategic Insight indicates the 19 money managers with publicly held equity managed a total of $7.8 trillion at year-end 2010, up 10% from 2009.

Fidelity Investments has launched the Fidelity Defined Maturity Funds, a series of actively managed national municipal income funds, each with a set maturity date.

Year-to-date global long-term fund flows through April 2011 reached $268 billion, according to Strategic Insight’s Global Mutual Fund Review.

Morningstar, Inc. has begun to calculate estimated returns for hedge funds based on publicly available filings.

U.S. institutions made two notable changes to their domestic equity trading practices last year, according to Greenwich Associates.

Estimated long-term mutual fund flows reached $22.6 billion in May, Morningstar reported, but still mark the fourth consecutive monthly decline since inflows of $29.8 billion in...

Strategic Insight, an Asset International company, estimated that U.S. exchange-traded funds (ETFs) experienced roughly $6.5 billion in net outflows in May.

U.S. mutual fund investors added about $24 billion in net new cash to U.S. stock and bond mutual funds in May 2011, according to data from Strategic Insight,...

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its indexes are reconstituted on June...

Morningstar, Inc. announced plans for a global fund ratings system and a uniform approach for global fund research reports.

The Callan DC Index started the year strongly, advancing 4.3% in the first quarter, bolstering the annual return since inception, which now stands at 3.8%.   

IndexUniverse.com reports that Oklahoma-based FaithShares has shuttered four of its five exchange-traded funds (ETFs) after the funds failed to attract significant assets.

Exchange-traded fund (ETF) assets fell $22.7 billion for the month of May, according to State Street Global Advisors’ latest ETF Snapshot report. 

Investment management company Vanguard has established Vanguard Investments Canada Inc., which will enable them to reach Canadian investors through investment advisers.   

In May, the FTSE NAREIT All Equity REITs Index was up 1.00% and the FTSE NAREIT All REITs Index was up 0.84%, while the S&P 500 fell 1.13%.