Mutual Funds http://wealthmanagement.com/taxonomy/term/6615/more en 'Go-Anywhere' Investing Transforms Volatile Emerging Markets http://wealthmanagement.com/strategies/go-anywhere-investing-transforms-volatile-emerging-markets <div class="field-byline"> Reuters </div> <div class="field-deck"> The new normal is for contagion between markets to be either absent altogether or modest and short-lived </div> <div class="node-body article-body">New types of long-term investors and flexible, "go-anywhere" investing styles are helping transform emerging markets by making the once-volatile sector less prone to the sweeping sector-wide sell-offs common in the past.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/go-anywhere-investing-transforms-volatile-emerging-markets" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/go-anywhere-investing-transforms-volatile-emerging-markets#comments Strategies Fixed Income Mutual Funds Fri, 18 Jul 2014 13:03:00 +0000 607581 at http://wealthmanagement.com SEC's Piwowar Casts Doubt on How Money Fund Rules Will Shape Up http://wealthmanagement.com/legal/secs-piwowar-casts-doubt-how-money-fund-rules-will-shape <div class="field-byline"> Reuters </div> <div class="node-body article-body">A top official of the U.S. Securities and Exchange Commission raised doubts on Tuesday on whether his agency will adopt rules requiring prime money market funds to allow the value of their shares to float, saying deliberations are ongoing and that he opposes a key element of the plan.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/secs-piwowar-casts-doubt-how-money-fund-rules-will-shape" target="_blank">read more</a></p> http://wealthmanagement.com/legal/secs-piwowar-casts-doubt-how-money-fund-rules-will-shape#comments Industry Legal Mutual Funds Tue, 15 Jul 2014 18:52:00 +0000 604891 at http://wealthmanagement.com Official: U.S. SEC Review of Alternative Mutual Funds is Imminent http://wealthmanagement.com/legal/official-us-sec-review-alternative-mutual-funds-imminent <div class="field-byline"> Reuters </div> <div class="field-deck"> The series of examinations will gauge funds' compliance with securities industry laws and regulations </div> <div class="node-body article-body">A surge of investment in alternative mutual funds has caught the attention of the U.S. Securities and Exchange Commission, which will launch examinations of fund companies targeting funds' leverage, liquidity and other concerns, according to an official.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/official-us-sec-review-alternative-mutual-funds-imminent" target="_blank">read more</a></p> http://wealthmanagement.com/legal/official-us-sec-review-alternative-mutual-funds-imminent#comments Alternative Investments Legal Mutual Funds Tue, 08 Jul 2014 15:34:00 +0000 599761 at http://wealthmanagement.com 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 Investment 2014 Morningstar Investment Conference Alternative Investments ETFs Mutual Funds Opinions 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 Investment 2014 Morningstar Investment Conference ETFs Mutual Funds 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 Research ETFs Mutual Funds Mon, 19 May 2014 17:43:00 +0000 562831 at http://wealthmanagement.com The Benefits of Low Frequency Trading http://wealthmanagement.com/mutual-funds/benefits-low-frequency-trading <div class="node-body article-body">Low-turnover mutual funds may not outperform in calm environments, but there are clear cost advantages.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/benefits-low-frequency-trading" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/benefits-low-frequency-trading#comments Markets Mutual Funds Thu, 01 May 2014 13:00:00 +0000 548011 at http://wealthmanagement.com Is Russia Cold or Hot? http://wealthmanagement.com/equities/russia-cold-or-hot <div class="field-deck"> Fund managers say the Russian stock market is among the cheapest in the world, but the stocks of Putin’s country are only suitable for clients with strong stomachs. </div> <div class="node-body article-body">Fund managers say the Russian stock market is among the cheapest in the world, but the stocks of Putin’s country are only suitable for clients with strong stomachs. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/equities/russia-cold-or-hot" target="_blank">read more</a></p> http://wealthmanagement.com/equities/russia-cold-or-hot#comments Markets Equities Mutual Funds Mon, 14 Apr 2014 16:45:00 +0000 536411 at http://wealthmanagement.com