Tag: Investment Managers

Forward Management, LLC, has announced that Accessor Funds are now the Forward Funds.

Heidi Walsh has left T. Rowe Price to join J.P. Morgan Asset Management.

Payden & Rygel, a Los Angeles-based investment manager with $55 billion in assets under management, has opened a Boston office.

New York Life Insurance Company has appointed Allyson McDonald as senior vice president in its Retirement Income Security (RIS) operation, to lead relationship management for Third-Party Distribution.

Investors have sought refuge in U.S. markets in the week that eurozone states delivered a financial package to allay sovereign debt concerns, according to the BofA Merrill Lynch...

Social(k) is scheduled to open an office in San Francisco on May 27.

The Hartford Mutual Funds now offers the Hartford Portfolio Toolbox powered by Morningstar (HPT) for financial advisers registered on HartfordMutualFunds.com.

Fidelity Investments announced the launch of the Fidelity Corporate Bond Fund with retail and adviser shares and the addition of an adviser class to the Fidelity Real...

PIMCO has hired Sebastien Page as an executive vice president and head of the Client Analytics Group.

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, announced that Lynn Blake will assume the role of global head of Index Equity following...

 Ivy Asset Management, a unit of Bank of New York Mellon, is facing a lawsuit by New York Attorney General Andrew Cuomo related to the Bernard L. Madoff...

Ronald O'Hanley, president and CEO of BNY Asset Management is moving on—and Fidelity Investments is restructuring.

Neuberger Berman has launched the Intrinsic Value Fund (NINLX, NINAX, NINCX), based on the investment strategy of the firm’s Small Cap Intrinsic Value team.

Charles Schwab has agreed to pay $35 million to settle a California state court suit over the Schwab YieldPlus Fund.

In its latest research, Russell Investments concluded that once a target-date fund reaches an individual's planned retirement date, it should have conservative allocations and a flat glide path...

Kelly Marshall has been appointed head of Investment Product Management at Putnam Investments.

U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end 2008.

Federated Investors, the third-largest U.S. manager of money-market funds, announced that it expects to continue waiving some fees for the rest of the year because of low interest...

Charles Schwab has become a “preferred retail dealer” for J.P. Morgan, the firms announced.