Subscribe Now
Take a Free Trial

Fund Industry Intelligence

Home

Top Stories

Feb 01, 2012 - Nick Jardine

Putnam Creates New Distribution Role

Putnam Investments has appointed James Bumpus to a new distribution role—head of strategic accounts—that’s aimed at strengthening relationships with major wirehouses and independent broker-dealers.

Read More

Feb 01, 2012 - Stan Wilson

ASPPA Hopes For IRS Support On 403(b) Doc

American Society of Pension Professionals and Actuaries General Counsel Craig Hoffman told FII he hopes to know within a few days whether tax authorities are going to heed ASPPA’s warning that they must not scrap plans for a prototype 403(b) plan document that small plans can use.

Read More

Jan 31, 2012 - Nick Jardine

American Century To Launch New Global Funds

American Century Investments is expanding its global products by launching its first global bond and allocation funds amid increasing client demand for global investment options.

Read More

Jan 25, 2012 - Stan Wilson

ICI Tries To Fend Off FINRA Content Review

The Financial Industry Regulatory Authority’s insistence that fund “management discussions of fund performance” must be subject to FINRA’s filing and content requirements are unnecessary and should be reversed, the Investment Company Institute said in a Jan. 18 letter.

Read More

Jan 31, 2012 - Stan Wilson

Korean Tax Rule Questioned By ICI

The Investment Company Institute is concerned about a new rule governing offshore funds being drawn up by South Korea’s Corporate Tax Division.

Read More

Putnam Creates New Distribution Role
ASPPA Hopes For IRS Support On 403(b) Doc
American Century To Launch New Global Funds
ICI Tries To Fend Off FINRA Content Review
Korean Tax Rule Questioned By ICI

Current

  • Feature: Profiles

    19th Annual Mutual Fund Awards

    Friday, February 03, 2012 2:50 PM
    Fund Industry Intelligence is hosting the 19th Annual Mutual Fund Awards on April 5 at the Mandarin Oriental Hotel in New York. The awards are held jointly with sister publication Fund Director Intelligence to recognize excellence in the mutual fund industry among executives and trustees. The following is a list of nominees for the awards presented by FII. Read More

  • Feature: Profiles

    Prudential’s Rice Named Lifetime Achievement Winner

    Friday, February 03, 2012 2:47 PM
    Judy Rice, chairman of Prudential Investments and president of the firm’s broker-dealer Prudential Investment Management Services, will be honored with a lifetime achievement award at Fund Industry Intelligence’s 19th Annual Mutual Fund Industry Awards at New York’s Mandarin Oriental on April 5. Rice, a 20-year Prudential veteran, is credited with building the firm’s wrap fee separately managed accounts business, shifting its proprietary mutual funds sales to third-party channels and launching the firm’s own distribution platform. Read More

  • Feature: Profiles

    Fund Leader Of The Year: Nominees

    Friday, February 03, 2012 2:40 PM
    The Fund Leader of the Year is awarded to an individual who has made a key impact on their firm or the industry as a whole, through either an innovative concept, directive or product that changes the industry or helps their firm grow. Read More

  • Feature: Profiles

    Deal Of The Year: Nominees

    Friday, February 03, 2012 2:36 PM
    Deal Of The Year is awarded to the M&A deal of 2011 that has most changed the landscape of the fund industry. Read More

  • Feature: Profiles

    Sales Success Of The Year: Nominees

    Friday, February 03, 2012 2:31 PM
    Sales Success Of The Year is awarded to an individual fund or line of funds that, whether through performance or sales strategy or a combination of both, has registered a dramatic increase in flows. Read More

  • Feature: Profiles

    Ad Campaign Of The Year: Nominees

    Friday, February 03, 2012 2:17 PM
    Ad Campaign Of The Year is awarded to the most innovative and attention-grabbing advertising effort by a fund industry player. Read More

  • Feature: Profiles

    Retirement Leader Of The Year

    Friday, February 03, 2012 1:57 PM
    The Retirement Leader Of The Year is awarded to an individual who has made a key impact on their firm or the industry as a whole. This person will be the driving force behind a product or initiative that helps to turnaround their firm’s fortunes, increase assets or have industrywide implications. Read More
  • Search & Hire Directory: A listing of defined contribution plan search and hire activity, provided by iiSEARCHES. The Potential category includes early notice of future activity; the Completed category shows closed searches to help you see who’s winning the most business. The New category includes links to the iiSEARCHES database for RFPs and contacts.
  • Lipper Fund Flows: Monthly updates and analysis of fund trends, backed by Lipper data and commentary. We provide synopses to get you to your next meeting well-armed with the latest fund trend intelligence.
  • Money Fund Watch: Weekly rankings and performace data of the top-performing retail money-market mutual funds, as provided by iMoneyNet. Includes data on tax-free national retail, prime retail and government retail funds, all with total portfolio assets over $1 billion, excluding restricted funds.
  • New Fund Filings: weekly update of filings for new funds and share classes from Strategic Insight’s Simfund database.
  • New Fund Strategies: A proprietary database of select new fund launches focused on providers’ strategies. Examines the bottom line on the newest planned and launched funds, beyond the provider’s pitch.  
Prev Next

From around the web

Previous | Next

  • FundWeb

    Franklin Templeton MENA Head Departs

    Franklin Templeton Chief Investment Officer for the Middle East and North Africa Joe Kawkabani has left the firm. The firm's MENA fund will continue to be managed by Stephen Fover and Purav Jhaveri. (FundWeb)

  • PlanAdviser

    kasina Names Research Head

    kasina named Larry Petrone head of research. Petrone was previously with FRC Research Corporation. (PlanAdviser)

  • IndexUniverse

    Vanguard: Investors Should Stick To Allocation Strategies

    Vanguard said U.S. investors should stock to their strategic allocation strategies as the U.S. faces below-average and uneven economic growth prospects for the next decade. The firm said U.S. economic growth is likely to remain muted at a 2% to 3% inflation-adjusted pace in the next 10 years. (IndexUniverse)

  • IndexUniverse

    iShares Launches Commodities ETFs

    iShares has launched five equity exchange-traded funds focused on commodities. The firm said the ETFs offer exposure to natural resources including industrial metals, precious metals, agriculture and energy. (IndexUniverse)

  • Company Announcement

    Pru Adds JPMorgan, Fidelity Funds To Target-Date Lineup

    Prudential Retirement added the JPMorgan SmartRetirement Target Date Strategies and Fidelity VIP Freedom Funds to its lineup of target-date funds with a guaranteed lifetime income option. The firm said the funds offer protection from market downturns. (Company Announcement)

  • Company Announcement

    CLS Named To Advise Milestone Portfolio

    CLS Investments has been named advisor to the Milestone Treasury Obligations Portfolio. The fund has been reorganized into the AdvisorOne Funds. (Company Announcement)

  • Bloomberg

    MetLife Distribution Head Reassigned

    MetLife U.S. distribution head Michael Farrell is being reassigned as the firm seeks to reduce sales of equity-linked variable annuities. Farrell is moving to a position in global employee benefits. (Bloomberg)

  • Bloomberg

    T. Rowe Price Defends Facebook Stake

    T. Rowe Price holds the biggest stake of any mutual fund company in Facebook, as the company prepares for what may be the biggest internet IPO ever. T. Rowe Price has been telling clients that internet companies are more mature than they were in the 1990s, when companies with no earnings prospects went public. (Bloomberg)

  • Company Announcement

    Axiom Names Portfolio Manager

    Axiom has named Donald Elefson co-portfolio manager for its International Investors Emerging Markets Equity Fund. He was previously a portfolio manager at Harding Loevner. (Company Announcement)

Already Registered? Log in below

 
 
Login    Forgot password

© 2012 Institutional Investor, Inc. All material subject to strictly enforced copyright laws.

Please read our Terms and Conditions and Privacy Policy before using the site.

Fund Industry Intelligence
Content Channels
Community
My Account
Contact Us
Help
II Intelligence
Resources
CORPORATE
Top