Tag: Investment analytics
fiduciary fitness
Map Quest
Mapping funds remains one of the central issues in maintaining 404(c) compliance
Blue Prairie Group Unveils New Consulting Report
Blue Prairie Group is launching its proprietary Fiduciary-based Investment Consulting report.
ETFs Didn't Fare Well in January
Following strong inflows in 2009, U.S. exchange-traded-fund (ETF) flows dipped into the red to kick off 2010, with $16.7 billion in net outflows in January, according to estimates...
Domestic Stock Funds Reverse Flow in January
Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.
Stock and Bond Mutual Funds Started Year Strong
U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight (SI), an Asset International company.
Deutsche Bank, NASDAQ OMX Introduce Clean Tech Index
DB Climate Change Advisors (DBCCA), a business of Deutsche Bank’ Asset Management division, and The NASDAQ OMX Group, Inc., have introduced the DB NASDAQ OMX Clean Tech Index...
Study Finds High Turnover in Some Equity Portfolios
A new study found turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager.
Bond Funds Continue to Dominate in December
Bond funds saw inflows of $29 billion in December, according to Strategic Insight (SI), an Asset International company.
Mercer Finds Equity Markets End 2009 Strong
Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
ETFs See Losses in January
Exchange-traded-fund (ETF) assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors January 2010 ETF Snapshot.
A(nother) Sure Thing?
Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
2009 ETF Inflows Top $100B
ETF net inflows surpassed $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, according to...
Target-Maturity Fund Performance Climbs Back Up in 2009
Performance for target-maturity funds in 2009 almost made a complete 360 from 2008, according to the Ibbotson Target Maturity Report Q4 2009.
Advisers Rely More on Analysts for Mutual Fund Choices
Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.
Global Fund Flows Reach 2007 Level
Progress in November helped bring year-to-date net flows worldwide to $825 billion—reaching full-year gains made in 2007, according to data from Strategic Insight (SI), an Asset International company.
Bond Funds See Record Inflows in 2009
U.S. investors’ use of bond mutual funds reached record levels in 2009.
Popularity of ETFs Continued to Grow in 2009
In 2009, exchange-traded funds (ETFs), including exchange-traded notes (ETNs) drew $114.4 billion in net inflows, according to Strategic Insight, an Asset International company.
2009 a Comeback Year for Mutual Funds
The year 2009 proved to be a recovery year for the fund industry after a brutal 2008 that saw shareholders dump their funds en masse, according to Morningstar...
ETF Assets Grow by 50% in 2009
The U.S. exchange-traded fund (ETF) industry closed out 2009 with $785 billion in assets under management, according to Morningstar Direct's latest Fund Flows Update.