Tag: Investment Managers

Morgan Stanley Smith Barney reported an influx of assets and advisers in the first quarter.

Russell Investments has announced the appointment of Penny Zuckerwise as CEO Americas Institutional.

New York Life Investments has announced the launch of Stable Value Investments (SVI), a new unit that will create and distribute proprietary fixed-income money management solutions backed by...

Putnam Investments has announced two portfolio manager appointments.

Charles Schwab Corporation has agreed to pay $200 million to settle federal securities law claims in a civil class-action lawsuit related to the Schwab YieldPlus Fund.

MFS Investment Management has announced the appointment of Robert J. Manning to chairman of the company, effective July 1.

PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

David A. Kania has joined Sentinel Financial Services Company Retirement and Subadvisory team as vice president and regional retirement director.

Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.

InvestorForce has announced the release later this quarter of its new investment manager data collection service, InvestorForce COLLECT.

J.P. Morgan Asset Management (JPMAM) said Thursday that Eve Guernsey, CEO of the Americans, will step down from her post at the end of 2010.

RidgeWorth Investments said it has updated its really simple syndication (RSS) offering to allow Web site visitors to customize their feed.

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, has entered into an agreement with Nuveen Investments regarding the management of several municipal bond...

Money managers aren't as bullish on the equity markets now as they were at year-end, according to a new survey. 

Investors have recovered their bullishness towards equity markets, but are shifting their focus away from Europe and into the U.S. and Japan, according to the BofA Merrill Lynch...

Nautical Capital Management LLC has launched its commodity-based absolute return strategies.

Eaton Vance Management has filed an application with the Securities and Exchange Commission (SEC) to create and operate five actively-managed exchange-traded funds (ETFs).

J.P. Morgan Investment Management Inc. has filed applications with the Securities and Exchange Commission (SEC) to create and operate an actively-managed exchange-traded fund (ETF) and two index ETFs.

Amid the financial crisis, financial advisers reported they are increasingly relying on internal wholesalers at asset management firms, according to a study by the Financial Research Corporation (FRC).