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

  • Reuters

    Loomis Sayles Names Asia Exec

    Loomis Sayles named Michael Chang director of institutional services for Asia. He will report to Paul Ong. (Reuters)
  • FundWeb

    BlackRock To Overhaul Balanced Income Fund

    BlackRock is rebranding its BlackRock Balanced Income Portfolio Fund to move away from its U.K. focus. The firm is renaming the fund the BlackRock Global Multi Asset Income Fund. (FundWeb)
  • FundWeb

    Premier Hires Ex-Barclays Exec

    Premier has hired ex-Barclays Wealth director Paul Freeman to launch a new office. Also joining the firm is Freeman's team of Andrew Wakely, Mick Smith, Scott Ellis, Gareth Helyer, Kate Nield and Gareth Morris. (FundWeb)
  • InvestmentNews

    Bashaw Won't Join Wunderlich

    A spokesperson for Wunderlich Securities said former LPL Financial broker Jeb Bashaw is not joining firm, weeks after Bashaw registered with Wunderlich. The split came as Bashaw's employment with Wunderlich was pending regulatory approval. (InvestmentNews)
  • The Wall Street Journal

    Global X, JPMorgan To Launch Tactical ETFs

    Global X Management and JPMorgan are partnering to launch two tactical exchange-traded funds. The Global X/JPMorgan U.S. Sector Rotator Index ETF and the Global X/JPMorgan Efficiente Index ETF will trade on the NYSE Arca. (The Wall Street Journal)
  • PlanAdviser

    DC Assets Hit $4.7 Trillion

    Total private defined-contribution assets hit $4.7 trillion at the end of 2013, according to Cerulli Associates. Cerulli analyst Jessica Sclafani said providers have benefited from strong equity markets and focus on plan participation. (PlanAdviser)
  • FundWeb

    Cocoon To Launch Green Energy Fund

    Cocoon Wealth is launching a green energy fund. The Cocoon Green Energy Solar Fund will offer exposure to businesses constructing and operating solar plants in the U.K. (FundWeb)
  • FundWeb

    Old Mutual To Launch Africa Fund

    Old Mutual Global Investors is launching a pan-African fund, based on a fund that's been open to African and South African investors since May 2010. The fund will be co-managed by Cavan Osborne and Randolph Oosthuizen from Cape Town. (FundWeb)
  • Reuters

    Raymond James To Cut Fees For Advisers

    Raymond James is planning to offer exchange-traded funds without transaction fees to affiliated advisers. Charles Schwab and TD Ameritrade offer similar programs. (Reuters)

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