The Markets

Morningstar, Inc. has begun to calculate estimated returns for hedge funds based on publicly available filings.

U.S. institutions made two notable changes to their domestic equity trading practices last year, according to Greenwich Associates.

Estimated long-term mutual fund flows reached $22.6 billion in May, Morningstar reported, but still mark the fourth consecutive monthly decline since inflows of $29.8 billion in...

Strategic Insight, an Asset International company, estimated that U.S. exchange-traded funds (ETFs) experienced roughly $6.5 billion in net outflows in May.

U.S. mutual fund investors added about $24 billion in net new cash to U.S. stock and bond mutual funds in May 2011, according to data from Strategic Insight,...

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its indexes are reconstituted on June...

Morningstar, Inc. announced plans for a global fund ratings system and a uniform approach for global fund research reports.

The Callan DC Index started the year strongly, advancing 4.3% in the first quarter, bolstering the annual return since inception, which now stands at 3.8%.   

IndexUniverse.com reports that Oklahoma-based FaithShares has shuttered four of its five exchange-traded funds (ETFs) after the funds failed to attract significant assets.

Exchange-traded fund (ETF) assets fell $22.7 billion for the month of May, according to State Street Global Advisors’ latest ETF Snapshot report. 

Investment management company Vanguard has established Vanguard Investments Canada Inc., which will enable them to reach Canadian investors through investment advisers.   

In May, the FTSE NAREIT All Equity REITs Index was up 1.00% and the FTSE NAREIT All REITs Index was up 0.84%, while the S&P 500 fell 1.13%.

Insurance company assets managed by third-party U.S. investment firms rose to a record $1.75 trillion at the end of 2010.

A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...

Stock and bond funds experienced net inflows of $44.7 billion in April, according the Financial Research Corporation.

No Load share classes, particularly those without 12b-1 fees, have grown to become the single most important share class in mutual fund sales through intermediaries, according to recent...

Household stock ownership has decreased, as the tax benefits associated with owning stocks inside a pension plan increase, according to a study from the Stanford Graduate School of...

Investment returns were in the range of 12% in FY2010 – the second consecutive year of double-digit returns and a welcome offset to the 26% portfolio decline experienced...

Globally, year-to-date cash contributions to equity and mixed funds through April 2011 surpassed fixed income for the first time since the financial crisis.

State Street’s SPDR University suggests that investors would be well-served to start thinking about how exposure to real assets can help position their portfolio for rising inflation.