Active Traders Show Market Optimism
The latest Charles Schwab Active Trader Sentiment Survey found that 72% of traders who are expecting a tax refund this year plan on investing at least some of...
The Markets
Differences Subtle between “To” and “Through” TDFs
It remains very difficult for investors or plan sponsors to tell if a target-date fund (TDF) is intended to be a “to” or “through” offering simply by looking...
Investors Still Contribute to Target-Date Funds after Retirement
Asset managers are just starting to observe how investors use target-date funds (TDFs) after reaching retirement.
Target-Dates Did Well in 2010
Bull-market gains in 2010 helped target-date funds (TDFs) perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.
Cerulli Expects $1T in Growth for Latin America Funds
Latin America’s mutual funds and private-pension funds will amass another $1.4 trillion over the next five years, according to a Cerulli Associates report.
529 Plan Assets Increased 11.5% in 2010
The College Savings Plans Network (CSPN) reports that assets under management in 529 plans increased 11.5% in 2010 net of contributions and distributions.
Institutional Investors See Modest Gains in Q1 2011
Plans in the Northern Trust Universe advanced 3.6% at the median in the first quarter of 2011.
Fund Managers Use Institutional Shares to Stay Competitive
Cerulli Associates' latest managed accounts-focused research indicates mutual fund advisory programs (MFA) will experience slower growth in the coming years.
Barclays Introduces Commodities ETNs
The new commodities are part of the iPath Exchange Traded Notes (ETNs) series, linked to Barclays Capital Pure Beta Indices.
Dow Jones Adds Four Indexes to RBP Family
Dow Jones Indexes announced the addition of four new indexes to its family of Dow Jones RBP Indexes.
S&P Introducing New Versions of S&P 500
S&P Indices is launching two indexes designed to provide market participants with unique measuring tools for specific stock characteristics within the S&P 500.
Indiana 529 Plan Adopts CD Option
The CollegeChoice CD 529 Savings Plan (CollegeChoice CD), first announced in January, is now available to college savers in Indiana.
Money Market Funds Gain Favor in Asia
During the month of February, local funds in Asia garnered $7 billion in long-term flows, according to Strategic Insight, an Asset International company.
Strategy Changes For Some WisdomTree ETFs
WisdomTree announced that it will change the investment objectives, strategies, and fund names for eight of its exchange-traded funds (ETFs).
Institutional Investment Managers Anticipate Inflation Risk
Approximately 70% of institutional investment managers believe that the risk of inflation will increase over the next six months, according to a Northern Trust survey.
ETF Flows Pick up Pace in March
Although the pace of flows into U.S. exchange-traded funds (ETFs) has decelerated in the past several months, March saw the pace pick back up, Morningstar Direct reports.
U.S. Stock Flows Fall in March
The pace of long-term inflows slowed slightly to $27 billion in March, from nearly $28 billion in February, due largely to a drop in U.S. stock flows, according...
U.S. Mutual Funds See $23B in Inflows in March
U.S. mutual fund investors added an estimated $23 billion in net new cash to U.S. stock and bond mutual funds in March 2011, according to Strategic Insight, an...
Poll Finds General Interest in Non-Traditional Investments
Baby Boomers and financial advisers remain concerned about market volatility in retirement accounts, a MetLife poll shows.
ETF Assets Increase $21B in March
ETF industry assets rose $20.9 billion in August - up 2%, according to State Street Global Advisors’ ETF Snapshot.