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

    Study: Managed Volatility Funds Growing

    The use of managed volatility funds is growing, according to a study from Strategic Insight. The report said assets have grown at an annualized rate of 36% since 2006. (PlanAdviser)
  • FundWeb

    Neuberger Berman Launches Long-Short Fund

    Neuberger Berman has launched a long-short multi-manager Ucits fund domiciled in Dublin. The management team includes David Kupperman, Fred Ingham, Jeff Majit and Eric Weinstein and Ian Haas. (FundWeb)
  • FundWeb

    UBS Launches Equity Fund

    UBS Global Asset Management launched a fund investing in 60 to 100 global equity holdings. The UBS Global Enhanced Equity Income fund is managed by Patrick Zimmermann. (FundWeb)
  • InvestmentNews

    Gallagher Questions SEC's Accredited Investor Revisions

    Securities and Exchange Commission member Daniel Gallagher questioned the need for the agency to revise its accredited-investor standards, saying "Millionaires can fend for themselves." “I have yet to be persuaded that this is an issue that we should be taking up at this time,” Gallagher said. (InvestmentNews)
  • InvestmentNews

    BofA Merrill Advisers Depart

    Two advisers who managed about $2.1 billion have left Bank of America Merrill Lynch for rival firms in California. James Hulburd joined UBS Wealth Management in Walnut Creek, Calif., and John Van Donge has joined Stifel Nicolaus. (InvestmentNews)
  • Bloomberg

    Janus Says Gross Won $500 Million Soros Mandate

    Janus Capital said Bill Gross won a $500 million mandate from Quantum Partners, a private equity vehicle managed by Soros Fund Management. Janus said Quantum invested in a separate account with a strategy similar to the Janus Global Unconstrained Bond Fund. (Bloomberg)
  • Investment Company Institute

    Money Funds See Inflows

    Money funds took in $9.82 billion for the week ended Nov. 19, according to the Investment Company Institute. Retail funds took in $30 million. (Investment Company Institute)
  • Reuters

    Lazard Adds Global, Emerging Markets Director

    Lazard Asset Management named Rupert Hope director and portfolio manager in its emerging market and global multi-asset group. Hope was co-head of global equity distribution at Renaissance Capital. (Reuters)
  • FundWeb

    Rowan Dartington Hires Brewin Dolphin Exec

    Rowan Dartington hired Bryn White to run a new office in Taunton, U.K. White joins from Brewin Dolphin. (FundWeb)

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