The Markets
Bond Funds Dominate Mutual Fund Inflows through June
Flows into U.S. mutual funds reached $13.5 billion in June, according to data from Morningstar.
ETFs See $34B Inflow through June
June marked the fifth consecutive month of inflows for U.S. exchange-traded funds (ETFs), Morningstar reported.
Strategic Insight Sees More Growth for Bond and Alternative Investments
U.S. investors put $176 billion into stock and bond mutual funds (excluding ETFs) in the first half of 2010, according to Strategic Insight (SI), an Asset International company.
2009 Respite Brief for S&P 500 Pensions: Report
The 34% global market rebound of 2009, while a welcome respite, only slightly improved the funding status of S&P 500 pension plans, according to a recent analysis.
Institutional Investment Managers Lower Growth Expectations
Institutional investment managers have moderated their expectations for global growth in the face of European debt concerns, according to a quarterly survey conducted by Northern Trust Global Advisors...
Roth Expansion Drives Increase in IRA Contributions
Fidelity Investments said it experienced significant year-over-year increases in IRA contributions and new account openings for Traditional, Roth and Rollover IRA accounts during the first four months of...
T. Rowe Reduces College Savings Plan Fees
T. Rowe Price and the Education Trust of Alaska announced fee reductions to their College Savings Plan.
Asset Management Business Model Changing Since Downturn
A new study has found that asset management business models are in transition as the industry adapts to dominant investor concerns about liquidity and capital protection in a...
College Mistakes: Financial Advisors List the Worst
A recent study polled financial advisors to discover the worst financial mistakes made by college students.
Money Managers See Market Value but Risk Potential
47% of professional money managers in Russell Investments’ latest quarterly poll believe the market to be undervalued, up markedly from 28% in the March 2010 survey.
DC Deferral Amount What Participants Can Afford
Half of employees participating in a recent survey say they decided on their defined contribution plan contribution because it was the most they could afford.
Report: Behavioral-Driven Factors Can Help Advisers Stand Out
In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have apparently decided to exercise caution.
Principal R/E Fund Makes Another Distribution
Just 30 days after its last distribution to holders of its frozen real estate fund, the Principal has made another payment.
Bullish Sentiments Hard to Find in BofA Merrill Lynch Fund Manager Survey
Investors’ belief in global economic growth and the ability of corporations to improve profits has significantly eroded, according to a recent survey of fund managers.
April Fund Flows Total $126B
Investors pumped $126 billion into equity/mixed, bond, and other long-term mutual funds in April on a net basis.
Russell Announces Index Changes
Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its U.S. equity indexes are reconstituted...
$13B Yanked from Mutual Funds in May
Investors responded to worrisome economic events in May by yanking $13.2 billion from equity funds.