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Selling Recovery
With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake
Putnam Integrates Absolute Return Strategies with Lifecycle Suite
Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.
Removing Probability from the Risk Equation
Financial risk should be redefined to be viewed as the potential to lose money, rather than the average return, said Tim Knepp, CIO of Genworth Financial Asset Management,...
Forward Management Introduces Alternative Strategy Mutual Fund
Forward Management, LLC, has launched the Forward Tactical Growth Fund (FFTGX).
Women Have Lower Expectations for Retirement than Men
A survey conducted on behalf of TD Ameritrade found 73% of women are comfortable accumulating less than $1 million in savings before retirement, compared to 63% of men.
FINRA Puts New Restrictions on Leveraged ETFs
The Financial Industry Regulatory Authority (FINRA) will implement increased margin requirements for leveraged exchange-traded funds (ETFs).
Fidelity Introduces Fixed-Income Guidance Program
Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."
Are Your Retirement Savings Half Full or Half Empty?
Whether an investor is a pessimist or optimist might also indicate how prepared he is for retirement, according to research from Fidelity Investments.
Vanguard: Asset Allocation Funds Help Participants Diversify
Vanguard said the diversification of target-date funds helped cushion the blow of bad markets.
JennisonDryden Adds Bond Fund to Asset Allocation Funds
JennisonDryden, the proprietary mutual fund family of Prudential Financial, Inc., has added the Dryden Total Return Bond Fund (PDBAX) to the fixed-income allocation of its full lineup of...
Vanguard Clamps Down on PRIMECAP Asset Growth
The Vanguard Group has shuttered its PRIMECAP Core Fund to advisers and institutional clients such as defined benefit plans, endowments, and foundations.
Leveraged ETFs Might Go to Court
Leveraged exchange-traded-funds (ETFs) have caught the attention of regulators, and now law firms have noticed the products as well.
Emerging Managers Better Performers during Downturn
Small, entrepreneurial investment management firms maintained a performance advantage over larger, established firms through last year’s market downturn, according to updated research on emerging investment managers by Northern...
Firms Launch Absolute Return Fund
Natixis Global Associates (NGA) has launched a multi-strategy, absolute-return fund in conjunction with AlphaSimplex Group (ASG): Natixis ASG Diversifying Strategies Fund (DSFAX).
Investors Ignore Investments?
A recent Charles Schwab survey found that less than a third (31%) of respondents claimed they speak with their broker or financial adviser on a regular basis.
Driehaus Releases Active Income Fund
Investment adviser Driehaus Capital Management now offers the Driehaus Active Income Fund (Ticker LCMAX), an absolute return mutual fund.
Securities Class Actions Plummet Through Mid-2009
The number of federal securities class action cases filed in the first six months of 2009 dropped by 22.3% over a year earlier, according to the latest data...
Seligman TargetHorizon Funds Adopt Risk Overlay Strategy
Seligman TargetHorizon portfolios, a suite of target-date funds composed of exchange-traded funds (ETFs) and managed by RiverSource Investments, has introduced a risk overlay strategy to help mitigate portfolio...
Fund Aims to Benefit from Spending Increase in Developing Nations
PIMCO launched the PIMCO Emerging Markets and Infrastructure Bond Fund.