Search results for: volatility

College savings plans have seen a 56% growth in assets over the past 24 months, according to industry data from Financial Research Corporation (FRC).

Fund managers are bullish about the prospects for public equities and emerging markets in 2011, but have bearish views of nominal government bonds.

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

Putnam Investments plans to launch a version of its Absolute Return 500 Fund for use by insurance companies in variable annuities and other variable insurance products.

American Beacon Advisors announced the addition of American Beacon SiM High Yield Opportunities Fund (Ticker: SHOIX) to its family of mutual funds.

Forward Management, LLC has created the Forward Commodity Long/Short Strategy Fund (FCOMX).

The quarterly "Schwab Survey of Investor Confidence" shows clear signs that investor confidence improved at the end of 2010.  

361° Capital, an investment management firm focused on managing alternative investments for institutions, has launched its first mutual fund, the 361° Absolute Alpha Fund.

Morningstar, Inc. has introduced four data points for exchange-traded funds (ETFs) that it says will provide investors with more robust measures of the total costs and risks associated...

The Securities and Exchange Commission (SEC) has charged three AXA Rosenberg entities with securities fraud that led to $217 million in investor losses. 

Russell Investments announced the launch of the Russell Stability Indexes.

Fidelity Investments is hosting nation-wide events for the next 30-days, in which it hopes to help near-retirees and those already in retirement switch their focus from savings to...

Standard & Poor's has announced the launch of the S&P GSCI Dynamic Roll Index.  

Forward Management launched the Forward Tactical Enhanced Fund (FTEEX) that seeks profit through continuous management of market exposure.

John Hancock Funds launched the John Hancock Alternative Asset Allocation Fund (JAAAX).

Causeway Capital Management LLC launched Causeway Global Absolute Return Fund, which will have long and short exposures to common and preferred stocks primarily in developed markets worldwide.

RiverNorth Capital launched the RiverNorth/DoubleLine Strategic Income Fund, to be subadvised by DoubleLine Capital LP.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

A Pricewaterhouse Coopers (PwC) survey finds asset managers are more focused on valuation for accuracy, risk management, transparency and accountability purposes.

In a survey examining investor behavior, MFS Investment Management clarifies what makes “fearful” investors act the way they do and ways an adviser can help.