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Jan 27, 2012 - Cathy Scott

DoubleLine Seeks Domestic, Int’l Partnerships

DoubleLine Capital is seeking to broaden its distribution capabilities through partnerships at home and abroad.

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Jan 27, 2012 - Cathy Scott

ETF Heavyweights Tout Divergent Strategies

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.

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Jan 27, 2012 - Julie Goodman

SEC Homes In On Alts Strategies

The Securities and Exchange Commission is looking more closely at mutual funds that embrace hedge-fund like strategies and whether they are heeding daily valuation and liquidity requirements, according to FII sister publication Compliance Reporter.

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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 27, 2012 - Nick Jardine

Franklin Combines U.S., Canada Sales

Franklin Templeton Investments has created two new positions as part of its North America Advisory Services business, the recently formed wing of the company aimed at coordinating its North American sales groups.

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DoubleLine Seeks Domestic, Int’l Partnerships
ETF Heavyweights Tout Divergent Strategies
SEC Homes In On Alts Strategies
ICI Tries To Fend Off FINRA Content Review
Franklin Combines U.S., Canada Sales

Current

  • Feature: Industry Forum

    Index Construction Paramount In Emerging Markets ETFs

    Friday, January 27, 2012 6:37 PM
    Understanding and targeting index construction is paramount for investing in emerging markets exchange-traded funds, said participants in a panel at IndexUniverse’s Inside ETFs Conference in Hollywood, Fla., this week. Read More

  • Feature: Industry Forum

    Innovation Fuels Advance of Fixed-Income ETFs

    Friday, January 27, 2012 6:37 PM
    The dominant theme for fixed-income exchange-traded funds is innovation, and attendees at IndexUniverse’s Inside ETFs Conference in Hollywood, Fla., were told to expect this year the launch of funds with more precise sector and credit buckets in the U.S. and more hedged and unhedged single-country exposure in emerging markets. Read More

  • Features

    Levin Wins, Loses Some On Commodities Funds Fight

    Friday, January 27, 2012 6:37 PM
    The drive by Sen. Carl Levin (D-Mich) to push funds out of untaxed commodities investments reached its make-or-break point last week, with the senator scoring some wins but falling short of reaching his goals to up regulation of commodities funds. Read More

  • Feature: Industry Forum

    Providers Argue For Passive/Hybrid/Active ETF Combo

    Friday, January 27, 2012 6:37 PM
    The progression of exchange-trade funds product development from passive indices to hybrid alternative weightings to actively managed gives investors the flexibility and control to create diversified portfolios, panelists argued at IndexUniverse’s Inside ETFs Conference in Hollywood, Fla., this week. Read More

  • 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

  • Feature: Industry Forum

    ETF Industry Grapples With Index Construction Debate

    Wednesday, January 25, 2012 5:00 PM
    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. 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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