Tag: Equities

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

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.

Research from the Employee Benefit Research Institute (EBRI) IRA Database finds that almost 40% of IRA assets are invested in equities.

Research from Vanguard shows that defined contribution plan participants younger than 30 have higher equity allocations than other generations had at the same age.

Bucking the global trend, U.S. investment manager searches decreased by 6% last year, according to data released by Mercer.

Russell Investments launched an index family that reflects six investment disciplines in the U.S. large cap equity class.

Vanguard is reducing the minimum investment requirement from $3,000 to $1,000 for the 12 funds in its index-based Target Retirement Fund series.

U.S. mutual fund investors demonstrated confidence in a gradual economic recovery, adding about $27 billion in net new cash to U.S. stock and bond mutual funds in April...

Orinda Asset Management LLC, an independent, privately-held asset management firm, has launched the Orinda Multi-Manager Hedged Equity Fund.

With inflation concerns looming larger, S&P Indices has launched a TIPS Index.

Advisers will be advising clients to move into domestic equities, emerging market equities, and global developed market equities and away from Treasury bills, U.S. fixed income, and...

Dreman Value Management L.L.C., a contrarian value asset management company, launched the Dreman Contrarian Value Equity Fund.

Goldman Sachs Asset Management launched the Goldman Sachs Brazil Equity Fund and the Goldman Sachs China Equity Fund on April 29, 2011.

Rogerscasey announced that Hilary Wiek has joined the organization as a Director within the firm’s Alpha Investment Research Group, effective May 9, 2011.

Mesirow Financial announced that Susan J. Schmidt has been promoted to managing director and head of its U.S. Value Equity Management group.

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

401(k) assets continued to shift toward equity investments in February, a trend that began last October, according to Aon Hewitt 401(k) Index data.

Despite uncertainty in the Middle East and North Africa, U.S. mutual fund net inflows in February gained $29 billion, according to Strategic Insight, an Asset International company.

Motley Fool Asset Management has launched the Motley Fool Great America Fund.

The new international equity fund offering is named Transamerica TS&W International Equity.