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Jan 25, 2012 - Cathy Scott

ETF Industry Grapples With Index Construction Debate

An increasing number of exchange-traded funds providers are launching products that track indices which use alternative weighting methodologies to traditional market-cap weighting, sparking an industry-wide debate over the efficacy of these strategies.

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Jan 25, 2012 - Stan Wilson

ICI Tries To Fend Off FINRA Content Review

The Financial Industry Regulatory Authority’s insistence that fund “management discussions of fund performance” must be subject to FINRA’s filing and content requirements are unnecessary and should be reversed, the Investment Company Institute said in a Jan. 18 letter.

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Jan 25, 2012 - Nick Jardine

MainStay Preps Fund Merger

MainStay Funds is filing to combine its Equity Index Fund into its S&P 500 Index Fund to create a $393.1 million fund.

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Jan 24, 2012

Target-Date Performance Aided By U.S. Equity

Target-date fund returns rose by 6.8% during the fourth quarter, driven by U.S. equity that soared during October before declining in the last two months of the year, an Ibbotson Associates study found.

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ETF Industry Grapples With Index Construction Debate
ICI Tries To Fend Off FINRA Content Review
MainStay Preps Fund Merger
Target-Date Performance Aided By U.S. Equity

Current

News

  • Feature: Industry Forum

    ETF Heavyweights Tout Divergent Strategies

    Friday, January 27, 2012 1:52 PM
    Five exchange-traded funds providers that account for more than 90% of the industry’s $1.1 trillion of assets under management are taking divergent approaches to development in 2012. Senior executives at BlackRock iShares, State Street Global Advisors, Vanguard, Invesco PowerShares and Proshares touted their respective strategies and debated their merits at IndexUniverse’s Inside ETFs Conference in Hollywood, Fla., Jan. 22-24. Read More

  • Feature: Profiles

    DoubleLine Seeks Domestic, Int’l Partnerships

    Friday, January 27, 2012 1:52 PM
    DoubleLine Capital is seeking to broaden its distribution capabilities through partnerships at home and abroad. Read More

  • Features

    Auditor Rotation Receives Further Criticism

    Monday, January 09, 2012 10:29 PM
    A proposal to rotate auditors is facing intensified criticism from the industry. Directors of fund companies are writing to the Public Company Accounting Oversight Board to try and squelch the idea fund companies should change accounting firms periodically to strengthen auditor independence. Read More

  • Features

    Withholding Exemption Still On The Table?

    Thursday, January 05, 2012 10:34 AM
    Even though a general, pre-election political impasse is most likely to continue on Capitol Hill, Congress-watchers say they see at least a chance that legislation extending tax breaks might move before November’s elections. Read More

  • Feature: Q&A

    MFDF’s Wyderko: Prepare For A Tough 2012

    Friday, December 16, 2011 12:50 PM
    Market volatility-induced performance woes, excessive fee litigation and money market funds regulations will proliferate next year, according to Mutual Fund Directors Forum Executive Director Susan Wyderko. Read More

  • Features

    Large-Caps See 29th Straight Month Of Outflows

    Monday, December 12, 2011 5:29 PM
    Large-cap funds marked 29 straight months of outflows in October, with investors pulling $7.8 billion from the funds. Read More

  • Feature: Industry Forum

    Strategists: Closed-End Funds Aren’t Diversifiers

    Thursday, November 10, 2011 4:18 PM
    There is a high level of correlation among closed-end funds, and investors should be wary about using these products alone to build diversified investment portfolios, said Michael Jabara, v.p. and head of exchange-traded and closed-end fund research at Morgan Stanly Smith Barney. Read More
  • 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.
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From around the web

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  • The Wall Street Journal

    Funds Take In $6.34 Billion

    Long-term mutual funds saw net inflows of $6.34 billion for the week ended Jan. 18. Bond funds led, taking in $5.56 billion. (The Wall Street Journal)

  • FundWeb

    Pioneer Names Head Of Asia, Middle East Business

    Pioneer Investments named Jack Lin head of Asia and the Middle East. He will be based in Singapore and report to Sandro Pierri. (FundWeb)

  • FundWeb

    BlackRock Names U.K. Retail Head

    BlackRock named Jeremy Roberts head of U.K. retail sales. He reports to Tony Stenning. (FundWeb)

  • PlanAdviser

    Newport Hires Regional Directors

    The Newport Group named Monica Elvira and William Callaway regional directors. They both report to Dennis Sain. (PlanAdviser)

  • PlanAdviser

    Great West Adds Sales Director

    Great West named Jay Killgore regional sales director for Nebraska. He is based in Omaha and reports to Joe Smolen. (PlanAdviser)

  • IndexUniverse

    AdvisorShares, Accuvest Partner On Second ETF

    AdvisorShares and Accuvest are partnering on a second exchange-traded fund. The firms said the AdvisorShares Accuvest Global Opportunities ETF is the first to offer an actively managed country-focused play on the global equities space via single-country ETFs. (IndexUniverse)

  • IndexUniverse

    ProShares Launches German Bond ETF

    ProShares has launched a German bond exchange-traded fund. The ProShares German Sovereign/Sub-Sovereign ETF trades on the NYSE Arca. (IndexUniverse)

  • Bloomberg

    Janus Net Income Falls

    Janus Capital reported net income of $35.7 million for the fourth quarter, down 46% year-over-year. Chairman Steven Scheid announced he will retire in April. (Bloomberg) 

  • FundWeb

    Russell Investments Names EMEA Head

    Russell Investments named Pascal Duval chief executive of its Europe, Middle East and Africa business. He reports to Len Brennan. (FundWeb)

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