Beating The BearApr 1, 2008,By Stan Luxenberg Academics have long scorned actively managed mutual funds. Instead of spending money on managers who attempt to beat the market (however that is defined),... How Low Can You Go?Apr 1, 2008,By Stan Luxenberg With credit markets jittery and the economy on the lip of recession (or in recession, depending upon whom you ask), real estate funds have plummeted.... Focused And Then SomeApr 1, 2008,By Stan Luxenberg Competing fiercely for the attention of investors, fund companies have brought out a wave of specialized offerings. Many of the choices which include... THE FEVER FOR STRUCTURED PRODUCTSMar 1, 2008,BY BRIAN WARGO Long a Favorite of Investors in Europe, structured products are rapidly gaining popularity in the United States. Last year, $114 billion in structured... Power To The Propeller HeadsFeb 1, 2008,By Lisa A. Cohen Much has changed since Elliot Spitzer's efforts exploded the well-entrenched preferred list model for mutual fund distribution. Centralized home-office... Morningstar’s “Best Of 2007”: A Dubious Distinction?Jan 3, 2008,By John Churchill Financial research firm Morningstar announced today the three winners chosen as “Mutual Fund Managers of the Year.” But with many studies showing one year’s hot managers... Mutual Funds The Wealthy PreferNov 1, 2007,John Churchill Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of... The Magic MetricSep 1, 2007,By Stan Luxenberg For decades, investors and academics alike have sought the magic bullet, the one data point that would predict the future performance of mutual funds.... The Everyman's AdvisorAug 1, 2007,By Kevin Burke Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire... Small Fries, Big FlowsAug 1, 2007,Kevin Burke Here's a list of the fastest growing asset managers, based on percent change in AUM among firms with assets between $1 billion and $10 billion for the... The Ten to Watch '07Aug 1, 2007,By David A. Geracioti Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The... The Looming Battle Over 12b-1 FeesAug 1, 2007,By Kristen French Don't panic yet, but in case you haven't heard, the SEC is taking a hard look at a major source of pay for reps: 12b-1 fees. Sure, the subject of 12b-1... Individual Advisors Now In The Crosshairs For Directed Brokerage PaymentsJul 11, 2007,By Kevin Burke First it was the firms, now it’s the brokers. The carnage from the mutual fund scandal continues as regulators have moved over from settlements with fund companies and brokerage houses for alleged trading and sales abuses and are now aiming their quiver at individual registered reps. ... Beat Your Fund ManagerJul 1, 2007,By Stan Luxenberg Even smart investors make foolish choices. In their search for hot returns, mutual fund shareholders often buy near the market peak. Then after experiencing... Green Is GoodJul 1, 2007,By Christie Matheson Yes, it's easy to get sick of all this hype about the environmental movement. An Inconvenient Truth (whether you agree with its conclusions or not) won... Fund Fees Sink to Lowest Level in 25 Years, but Why?Jun 20, 2007,By Kevin Burke Individual investors are paying less to own mutual fund shares, as fees and expenses have hit their lowest level in more than 25 years, according to research published Tuesday by the Investment Company Institute. In 2006, fund shareholders, on average, paid 107 basis points or 1.07 percent of assets in fees and expenses, including loads, which is four basis points lower than in 2005. Expense ratios on equity funds declined a combined 7 basis points during 2005 and 2006, the ICI says. If that rate of decline were to be sustained, stock fund investors would save roughly $4.6 billion a year.... Fidelity Bows to Pressure Over Support of Big OilJun 1, 2007,Kevin Burke Saving the world one issue at a time, Mia Farrow championed “Save Darfur,” and some big business listened.... Yield WizardsJun 1, 2007,By Stan Luxenberg A number of equity funds use dividend capture and call writing to produce fancy yields—but it takes a skilled manager to pull it off... Robeco to Advisors: Go DutchJun 1, 2007,By Kevin Burke Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite? ... From Theory to PracticeJun 1, 2007,By David A. Geracioti Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?... At Annual Confab, ICI Chairman Defends Mutual Funds’ Fees; Bogle Shakes His HeadMay 10, 2007,By Kevin Burke WASHINGTON, D.C. – Speaking at the Investment Company Institute’s general membership meeting here today, Chairman Martin Flanagan told attendees that legislators’ concerns over mutual fund fees, particularly in 401(k) plans, may be misplaced. Such remarks left Jack Bogle, the industry’s scold and founder of Vanguard, who was in the audience, shaking his head. ... More Millionaires Investing on Their Own, Study SaysMay 6, 2007,By Christina Mucciolo There are a lot of millionaires in the U.S.. More than ever, in fact, according to recent research published by London-based market research firm TNS. But are they turning to financial advisors for help? Well, yes, and no. ... Fund Shareholders to Advisors: We Need Ya’, Big GuyMay 3, 2007,By Kevin Burke If you’re a rep who sells mostly mutual funds, you may sometimes wonder whether you’re adding enough value to justify your fees... The Asset Management GameMay 1, 2007,James Jessee when an advisor decides to do business with a particular money manager. In other words, when performance is equal, an effective wholesaler can often break the tie.... High-Turnover Funds to LoveMay 1, 2007,By Stan Luxenberg For some academics, American Century Heritage Fund might seem like a fluke. The mid-cap growth fund has an annual portfolio turnover of 230 percent, about double the rate of its peers.... Target-Date Funds: Thinking Inside the BoxMar 28, 2007,By Kristen French If you’re thinking of recommending a target-date fund to an individual or small-business client, or if any of your clients already own one—and considering their burgeoning popularity, they probably do—you better take a good, long look under the hood.... When Fund Sales Were EntertainingFeb 12, 2007,By John Churchill File this one under Fund Distribution Before Spitzer: The NASD announced today it fined three mutual fund distributors a total of $700,000 for violations of its non-cash compensation rules. One firm’s activity list for a Saturday training session—when no education and training events were actually planned: “golf, fishing and horseback riding followed by dinner and live entertainment.” Ah, the good ole days of fund sales.... The DIY Hedge FundFeb 8, 2007,By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver. As an investment advisor with Emerald Asset Advisors, an RIA in Weston, Fla., Isbitts saw new clients who had assets spread all over the place; it was as if the prior “advisor [was] trying to fill all the boxes in the famous Morningstar Style Box, then convincing the client that they [could] weather any storm,” Isbitts says. “I think this is very 1990s thinking, and it is potentially very dangerous to you as an advisor. Style-box investing does not reduce your risk as much as you think it does.”... Defeat at Your Own HandsFeb 1, 2007,By Lisa A. Cohen If you come to a fork in the road, take it. Laugh at Yogi Berra's (intentional) malapropism. But the intended observation if a new path opens up to you, follow it is true enough.... The DIY Hedge FundFeb 1, 2007,By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver.... Got Conflicts?Feb 1, 2007,By Stan Luxenberg When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.... Off-the-Rack Risk Control?Nov 1, 2006,By Stan Luxenberg Sure, automatic asset-allocation 529 plans are convenient. But you'd better be careful: One state's "conservative" allocation is another state's "aggressive" allocation... Come Fly with MeNov 1, 2006,Kevin Burke Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist. Under the agreement, American's AAdvantage... Investing on FaithOct 1, 2006,John Churchill Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. According to figures... The Best of Both WorldsOct 1, 2006,By Stan Luxenberg These days, baby boomer investors want both security and low fees. To get both, product makers are blurring the distinctions between mutual funds and annuities... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement
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