Mutual Funds http://wealthmanagement.com/taxonomy/term/6615/more en Drowning in Liquid Alts http://wealthmanagement.com/impact-2014/drowning-liquid-alts <div class="field-deck"> Goldman Sachs recognizes 298 funds as true liquid alts, spread out over five broad categories </div> <div class="node-body article-body">Liquid alternative mutual funds have exploded in popularity, yet most advisors aren’t using them properly, a Goldman Sachs analyst argued at Schwab’s annual IMPACT conference.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/drowning-liquid-alts" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/drowning-liquid-alts#comments Alternative Investments IMPACT 2014 Mutual Funds Thu, 06 Nov 2014 14:32:00 +0000 699251 at http://wealthmanagement.com SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets <div class="node-body blog-body">There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission Republican member Michael Piwowar said Thursday.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets#comments Industry Mutual Funds Advisor Intelligence Thu, 09 Oct 2014 18:07:00 +0000 676081 at http://wealthmanagement.com Investing in a Rising Dollar http://wealthmanagement.com/mutual-funds/investing-rising-dollar <div class="field-deck"> Weakening overseas economies, coupled with the end of QE, has helped the dollar index rise </div> <div class="node-body article-body">The end of QE, along with weakness in Europe and Japan, means continued good fortune for the US greenback. For believers and speculators, a handful of funds could profit from the ride.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/investing-rising-dollar" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/investing-rising-dollar#comments Strategies Mutual Funds Tue, 30 Sep 2014 12:50:00 +0000 662191 at http://wealthmanagement.com Active Management Under The Microscope http://wealthmanagement.com/mutual-funds/active-management-under-microscope <div class="field-deck"> So-called “active share” metrics may point to the extent, and cost, of active management in a fund, but other measures can sometimes give more transparent details </div> <div class="node-body article-body">So-called “active share” metrics may point to the extent, and cost, of active management in a fund, but other measures can sometimes give more transparent details. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/active-management-under-microscope" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/active-management-under-microscope#comments Strategies Mutual Funds Mon, 22 Sep 2014 18:12:00 +0000 660521 at http://wealthmanagement.com Is Active Management Dying? http://wealthmanagement.com/asset-management/active-management-dying <div class="field-deck"> Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing? </div> <div class="node-body article-body">Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/active-management-dying" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/active-management-dying#comments Asset Protection ETFs Mutual Funds Asset Management Retirement Planning Fri, 12 Sep 2014 13:00:00 +0000 651161 at http://wealthmanagement.com adrian825/iStock/Thinkstock Editor's Letter: July 2014 http://wealthmanagement.com/mutual-funds/editors-letter-july-2014 <div class="field-deck"> Are there too many mutual funds out there? Or not enough? </div> <div class="node-body article-body">Are there too many mutual funds out there? Or not enough?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/editors-letter-july-2014" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/editors-letter-july-2014#comments 2014 Morningstar Investment Conference Alternative Investments ETFs Opinions Mutual Funds Investment Tue, 24 Jun 2014 18:36:00 +0000 591341 at http://wealthmanagement.com Morningstar Brings Fund Analysis to Institutions http://wealthmanagement.com/2014-morningstar-investment-conference/morningstar-brings-fund-analysis-institutions <div class="field-byline"> Wealthmanagement.com staff </div> <div class="field-deck"> Morningstar has more than 110 manager research analysts in 15 markets around the world, who rate funds and analyze the managers and firms that are running them </div> <div class="node-body article-body">Morningstar is launching a new service to provide its manager research, reports and access to analysts to institutional investors.</div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> MORN </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2014-morningstar-investment-conference/morningstar-brings-fund-analysis-institutions" target="_blank">read more</a></p> http://wealthmanagement.com/2014-morningstar-investment-conference/morningstar-brings-fund-analysis-institutions#comments 2014 Morningstar Investment Conference Mutual Funds Tue, 17 Jun 2014 16:50:00 +0000 585331 at http://wealthmanagement.com Bargains in Closed-End Funds? http://wealthmanagement.com/etfs/bargains-closed-end-funds <div class="field-deck"> A growing number of mutual funds and ETFs now invest in a basket of securities </div> <div class="node-body article-body">Many closed-end funds are trading at discounts as investors worry about rising rates. A handful of mutual funds and ETFs let investors buy a basket of the securities with fairly rich yields—for now.</div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> CLLAX YYY RNDLX VHFAX PCI PCEF </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/bargains-closed-end-funds" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/bargains-closed-end-funds#comments 2014 Morningstar Investment Conference ETFs Mutual Funds Investment Wed, 11 Jun 2014 13:00:00 +0000 580371 at http://wealthmanagement.com Copyright Scott Olson, Getty Images Sallie Krawcheck’s New Venture: An Index Fund for Advancing Women http://wealthmanagement.com/mutual-funds/sallie-krawcheck-s-new-venture-index-fund-advancing-women <div class="node-body article-body">Sallie Krawcheck announced the next chapter in her long career in financial services with the launch of an index fund that will invest in top-rated companies with women on their boards. She's also rebranding her women's network, 85 Broads. </div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> PXWEX </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/sallie-krawcheck-s-new-venture-index-fund-advancing-women" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/sallie-krawcheck-s-new-venture-index-fund-advancing-women#comments People Mutual Funds Wed, 04 Jun 2014 13:34:00 +0000 575891 at http://wealthmanagement.com <p>Sallie Krawcheck</p> New Advisor Models Threaten Legacy Managers http://wealthmanagement.com/etfs/new-advisor-models-threaten-legacy-managers <div class="field-deck"> As the number of advisors who rely on legacy managers diminishes, some fund families will have to evolve if they want to stay relevant </div> <div class="node-body article-body">The growth of fee-based compensation and new portfolio construction methods among advisors threatens brand name money managers that many advisors have traditionally relied upon, according to a new Casey Quirk study. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/new-advisor-models-threaten-legacy-managers" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/new-advisor-models-threaten-legacy-managers#comments Durable Portfolios Trending Now ETFs Mutual Funds Research Mon, 19 May 2014 17:43:00 +0000 562831 at http://wealthmanagement.com