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

  • PlanAdviser

    Schwab Partners With Morningstar On Research

    Charles Schwab named Morningstar to give analyst research and ratings for independent advisers who custody with the firm. Morningstar research will be available by the end of the year. (PlanAdviser)
  • FundWeb

    Aviva Hires Ex-Lloyds Exec

    Aviva Investors hired former Lloyds Banking strategist Charlie Diebel to be head of rates and strategy. He will be based in London and will report to Daniel James. (FundWeb)
  • FundWeb

    Artemis Launching U.S. Funds

    Artemis is launching two U.S. funds. The Smaller Companies Fund will be managed by Cormac Weldon and the Absolute Return Fund by Stephen Moore. (FundWeb)
  • InvestmentNews

    United Capital Buys Adviser

    United Capital acquired investment adviser Valley Wealth. The deal brings United Capital's assets under management to roughly $10.6 billion. (InvestmentNews)
  • Bloomberg

    Gundlach Sees Stronger Dollar

    DoubleLine Capital's Jeffrey Gundlach said the dollar would strengthen and top its 2009 levels. “I still think the dollar is the place to be,” Gundlach said. (Bloomberg)
  • Bloomberg

    T. Rowe Price Profit Up 12%

    T. Rowe Price said its third-quarter profit was up 12% year-over-year as stock market gains increased assets. The firm had $299.8 million in net income but missed estimates. (Bloomberg)
  • Bloomberg

    Janus Eyes Investor Cash

    Janus Capital CEO Richard Weil said the firm was in talks with many institutions and advisers to take in more cash. The firm said its net income was up 25% for the quarter year-over-year. (Bloomberg)
  • Reuters

    Loomis Sayles Names Asia Exec

    Loomis Sayles named Michael Chang director of institutional services for Asia. He will report to Paul Ong. (Reuters)
  • FundWeb

    BlackRock To Overhaul Balanced Income Fund

    BlackRock is rebranding its BlackRock Balanced Income Portfolio Fund to move away from its U.K. focus. The firm is renaming the fund the BlackRock Global Multi Asset Income Fund. (FundWeb)

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