Subscribe Now
Take a Free Trial

Fund Industry Intelligence

Home

Top Stories

thumbnail

Feb 08, 2012 - Stan Wilson

DOL Considers Annuity Liability Guidance

Help may be on the way for 401(k) sponsors on lifetime income product concerns.

Read More

Feb 08, 2012 - Stan Wilson

Canadian Banks Threaten Mutual Fund Exit On Volcker

Canada’s largest five banks are telling U.S. regulators that if they are not exempted from the Volcker Rule, they will be “effectively precluded” from sponsoring mutual funds.

Read More

thumbnail

Feb 03, 2012

19th Annual Mutual Fund Awards

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

thumbnail

Feb 08, 2012 - Cathy Scott

First Trust Focuses on Hybrid, Active ETF Strategies

First Trust Portfolios will continue to focus its product development efforts on exchange-traded funds that use alternative weighting strategies and, to a lesser extent, actively managed ETFs.

Read More

Feb 07, 2012 - Nick Jardine

Pioneer Focuses On Institutional Asset Expansion

Pioneer Investments is trying to expand its international institutional assets, having made a series of global appointments which, according to company officials, will allow the firm to gain access to new international markets.

Read More

DOL Considers Annuity Liability Guidance
Canadian Banks Threaten Mutual Fund Exit On Volcker
19th Annual Mutual Fund Awards
First Trust Focuses on Hybrid, Active ETF Strategies
Pioneer Focuses On Institutional Asset Expansion

Current

  • Features

    Breakpoints Do More To Pass On Cost Savings

    Monday, February 06, 2012 3:36 PM
    Breakpoints can do more to pass on cost savings to investors than the naturally occurring economies of scale at higher asset levels, according to a recent study by Management Practice. Read More

  • 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
  • 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. 
  • 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.
Prev Next

From around the web

Previous | Next

  • FundWeb

    Barings Manager Departs

    Barings manager Colin Harte has left the firm following the merger of its Absolute Return Global Bond Trust into the Multi Asset Fund. Dagmar Dvorak will take over management of the Global Bond Trust. (FundWeb)

  • PlanAdviser

    CAPTRUST Opens Kansas City Office

    CAPTRUST has opened an office in Kansas City and added four new advisors. Pamela Popp will be based in Kansas City, Karen Casillas in Los Angeles and Brian McCormack and Joseph Cosentino in Raleigh. (PlanAdviser)

  • PlanAdviser

    Great-West Names Regional Director

    Great-West Retirement Services named Cheney Hunt regional sales director, based in San Diego. He reports to Ken Munro. (PlanAdviser)

  • IndexUniverse

    Global X Launches ETN

    Global X Funds has launched an exchange-traded fund designed to profit under different macroeconomic scenarios. The firm said its Global X Permanent ETF is its first to include bonds. (IndexUniverse)

  • IndexUniverse

    Schwab Launches Index-Based Plan Service

    Charles Schwab has launched a retirement plan service that uses index mutual funds. Schwab said it hoped to roll out exchange-traded-fund-only 401(k) portfolios this year. (IndexUniverse)

  • IndexUniverse

    VelocityShares Launches ETNs

    VelocityShares has launched four pairs of bull and bear leveraged exchange-traded notes focused on commodities. The ETNs offer exposure to energy and copper markets. (IndexUniverse)

  • InvestmentNews

    UBS Wealth Division A Bright Spot

    UBS AG's wealth management Americas division was a bright spot for the firm in 2011. Revenues for the division were down 5% from the third quarter, compared with a decline of 76% for UBS as a whole. (InvestmentNews)

  • InvestmentNews

    Lincoln Buys Capital Analysts

    Lincoln Investment Planning has bought the assets of broker-dealer Capital Analysts from Western & Southern Financial Group. The combined firms have gross revenues of $167 million. (InvestmentNews)

  • Bloomberg

    Senator Vows To Defend Money Funds

    Senator Pat Toomey, a Republican from Pennsylvania, said he would not rule out proposing legislation to protect money market funds from new rules being planned by the Securities and Exchange Commission. “If much of this comes to pass it really threatens to wipe out this product,” Toomey said. (Bloomberg)

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