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May 17, 2013 - Stan Wilson

Whistleblower Alleges SEC Went Easy On Funds

A Securities and Exchange Commission lawyer is taking the agency to court with allegations that a senior official in the Commission’s New York office refused to bring enforcement actions against investment advisors for nearly a decade.

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May 17, 2013 - Dervedia Thomas

Schroders Eyes Emerging Marts, Targets Pension Plans

Schroder Investment Management North America plans to boost its emerging markets fund lineup and promote its newly acquired subsidiary’s funds to smaller pension plans.

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May 17, 2013 - Nick Jardine

Alts Providers Grapple With Education Methods

Providers of alternative mutual funds are grappling the best approach to educating potential clients.

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May 17, 2013 - Kristina Monllos

City Of Oakland Seeking TPA For $326M DC Plans

The City of Oakland (Calif.) has issued a request for proposals for third-party administrative services for its $315 million 457 plan and its $11 million OBRA Social Security Replacement Plan.

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May 10, 2013 - Mike Schnitzel

Top Fund Chiefs Talk Retirement, ETFs, Regulation

Fund Industry Intelligence brought together five senior executives from firms inducted into the Hall of Fame at the 20th Annual Mutual Fund Industry Awards on April 25 to discuss industry trends.

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Whistleblower Alleges SEC Went Easy On Funds
Schroders Eyes Emerging Marts, Targets Pension Plans
Alts Providers Grapple With Education Methods
City Of Oakland Seeking TPA For $326M DC Plans
Top Fund Chiefs Talk Retirement, ETFs, Regulation

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From around the web

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  • Bloomberg

    BlackRock, Western Asset Management Eye Money Fund Alternatives

    BlackRock and Western Asset Management have started bond funds designed to work like money funds as regulators get set to impose changes to the industry. The new “ultra-short” funds have share prices that fluctuate along with the value of their holdings, rather than a fixed net asset value. (Bloomberg)

  • Reuters

    T. Rowe CIO Supports Dimon

    T. Rowe Price CIO Brian Rogers said he supports keeping Jamie Dimon in his dual role as chairman and ceo of the firm. A spokesman said Rogers was speaking only for the roughly 23 million shares of JPMorgan held in funds he manages. (Reuters)

  • PlanSponsor

    Fund Flows Take In $38.8 Billion

    Long-term mutual funds took in $38.8 billion for the month of April, according to Morningstar. Equity inflows were $895 million, the lowest level this year. (PlanSponsor)

  • PlanAdviser

    EBRI Releases Study On Withdrawals

    The Employee Benefit Research Institute has released a study on best practices for withdrawals from individual retirement accounts. The EBRI study examined different withdrawal patterns with households not yet subject to the requirement minimum distribution rules. (PlanAdviser)

  • IndexUniverse

    ProShares Nearing Launch On Hedged Junk Debt ETF

    ProShares is nearing launch of its hedged high-yield corporate debt exchange-traded fund. The ProShares High Yield-Interest Rate Hedged ETF would compete with funds from Van Eck Global and First Trust. (IndexUniverse)

  • IndexUniverse

    Guggenheim Closing Yuan Bond ETF

    Guggenheim Investments is closing its Yuan Bond Exchange-Traded Fund. The fund was based on an AlphaShares index developed with Burton Malkiel. (IndexUniverse)

  • The Wall Street Journal

    Funds See Inflows

    Funds took in $12.39 billion for the week ended May 8, according to the Investment Company Institute. Bond funds took in $7.39 billion. (The Wall Street Journal)

  • Company Announcement

    Market Strategies International Acquires Cogent Research

    Market Strategies International has acquired Cogent Research. The deal closed May 2. (Company Announcement)

  • FundWeb

    Cofunds' Smith To Depart

    Cofunds marketing director Verona Smith is leaving the firm following its acquisition by Legal & General. Cofunds CEO Martin Davis and operational is also leaving. (FundWeb)

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