Top Stories


May 16, 2014 - Tom Roseen

Fund Investors Embrace Municipal Debt Yields

For the week ended May 14, 2014, fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs])—for a second consecutive week, injecting a net $14.7 billion.

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May 15, 2014 - Nick Jardine

Voya Financial Hires Two In Retirement Plan Push

Voya Financial, formerly ING U.S., has added two to its team to boost its service to larger retirement plan clients.

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May 16, 2014 - Stan Wilson

MMF Rule May Be Shield Against SIFI Designation

The possibility of the Securities and Exchange Commission adopting a tough money market fund rule might head off moves to designate big fund complexes as systematically important financial institutions (SIFIs), according to observers of Washington’s systemic risk discussions.

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May 16, 2014 - Dervedia Thomas

Marketing Fixed-Income Funds? Focus On Risk Management

Mutual fund firms are churning out new fixed-income products to satisfy so called “yield starved” investors.

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May 16, 2014 - Nick Jardine

Fund Firms Plan To Move Away From Broad Marketing Terms

Fund firms that brand their products with catch-all terms such as “liquid alternatives” or “smart beta” may soon move away from using such broad terms to describe their offerings.

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  • 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.

From around the web

  • PlanSponsor

    Newport Opens Chicago Office

    Newport Group has opened an office in Chicago. The firm said the new office will support multiple business lines and provide consulting services to plan sponsors. (PlanSponsor)
  • PlanSponsor

    Pavilion Adds To Transition Management Team

    Pavilion Global Markets hired Michael Young and Brian Berg for is transition management team as it works to expand its offerings in the U.S. Young will be based in Short Hills, N.J., and Berg will be based in Boston. (PlanSponsor)
  • FundWeb

    Schroder Manager Departs

    Schroder Global Property said Jim Rehlaender has stepped down from his role at European Investors Incorporated. His departure follows the announcement by Schroders that it was taking the management of all Global Property securities funds in-house. (FundWeb)
  • FundWeb

    L&G Adds Manager

    Legal & General has hired Andrzej Pioch has a manager in its multi-asset team. Pioch comes from Aviva Investors. (FundWeb)
  • InvestmentNews

    Baird Nabs Wells Fargo Adviser

    Robert W. Baird said Gary Foose has joined as director and adviser, based in Houston. He was previously with Wells Fargo. (InvestmentNews)
  • InvestmentNews

    SEC OKs Expungement Rule

    The Securities and Exchange Commission has approved a rule that would prohibit brokers from making settlement of customer disputes contingent on a claimant's agreement not to oppose expungement of the dispute from a broker's public record. The rule would make it harder for brokers to erase customer complaints. (InvestmentNews)
  • Bloomberg

    BlackRock Supports New Money Fund Rules

    BlackRock said it supported new rules for money market funds adopted by the Securities and Exchange Commission. “In light of these changes, we believe that money-market funds will continue to prove a valuable cash investment strategy,” a spokesperson said. (Bloomberg)
  • PlanSponsor

    Nationwide Launches Diverse Managers Fund

    Nationwide Retirement Solutions has launched a fund it says is designed to give participants of defined contribution plans access to investments managed by minority-owned firms and women-owned firms. The Nationwide Diverse Managers Fund is managed by four separate firms. (PlanSponsor)
  • Reuters

    Marinus Names Business Development Head

    Marinus Capital Advisors has appointed Anthony DiNota head of business development, a new position. DiNota was previously with Citigroup. (Reuters)

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