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

  • Bloomberg

    BlackRock's Koesterich Sees Opportunities In Monetary Policy Shift

    BlackRock Chief Investment Strategist Russ Koesterich said investors should look to profit from increases in volatility as central banks prepare to tighten monetary policy. “The main reason volatility is this low is that monetary conditions are easy,” Koesterich said. (Bloomberg)
  • FundWeb

    Ashcourt Intermediary Exec Departs

    Ashcourt Rowan intermediary services head Chris Legge has left the firm after only four months. Ashcourt said Legge left for personal reasons and that it does not comment on staff departures. (FundWeb)

    ETF Flows Slow

    Exchange-traded fund inflows have slowed this month from the $25 billion in net creations seen in June, according to data from ConvergEx Group. ETFs have seen about $7 billion in inflows for the month, with just over 10% of that total going into U.S. equity funds. (
  • The Seattle Times

    Money Funds See Outflows

    U.S. money fund assets fell $2.18 billion for the week ended July 23, according to the Investment Company Institute. The seven-day average yield for the asset class was unchanged from the previous week. (The Seattle Times)
  • InvestmentNews

    Schwab Preps Robo Offering

    Charles Schwab is working on an automated online advice platform. Chief Executive Walt Bettinger said the product would be "groundbreaking" for the firm. (InvestmentNews)
  • InvestmentNews

    Vanguard Faces Charges Over Alleged Tax Shelter

    Vanguard Group is facing charges from a former employee that it operated as an illegal tax shelter, avoiding about $1 billion in taxes over a decade. The charges were brought by a former employee, under the False Claims Act, a whistleblower law in New York State. (InvestmentNews)
  • FundWeb

    Schroders Adds Commodities Experts

    Schroders has added James Luke and Dravasp Jhabvala to its natural resources team. Luke was co-head of metals research at JPMorgan Chase and Jhabvala was previously with Palaedino Group. (FundWeb)
  • FundWeb

    RLAM Plans Bond Fund

    Royal London Asset Management is planning an absolute return bond fund for launch later this year. The firm said the fund will be managed by Paul Rayner and Darren Bustin. (FundWeb)
  • PlanAdviser

    United Benefit Names CEO

    United Benefit Advisors named Les McPhearson ceo. He will be based in Chicago. (PlanAdviser)

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