Investment Products

Updated Monday, May 20, 2013 as of 3:45 AM ET

Portfolio - Investment Products

New Money Fund Rules Could Reshape Industry, Moody's Says

(Bloomberg) - New rules being considered for U.S. money-market mutual funds will make them safer for investors while forcing some smaller providers out of the business, Moody�s Investors Serviceanalysts said this week in a research report.

The U.S. Securities and Exchange Commission may impose a floating share value on money funds that buy corporate debt and cater to the largest clients, known as institutional prime funds, a person familiar with the matter said May 10. Such a step would apply to funds holding $939 billion, or about 37 percent of U.S. money-fund assets, according to Westborough, Massachusetts-based research firm iMoneyNet. more »

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Goldman Joins Bulge Brackets Offering Retail Alt Funds

To bring alternative investments to a wider investor base, Goldman Sachs Asset Management has launched the Goldman Sachs Multi-Manager Alternatives Funds. more »

Neuberger Berman Readies Emerging Markets Income Fund

Neuberger Berman has filed with the SEC to offer an Emerging Markets Income Fund. more »

Muni Money Funds Struggle

Tax-exempt money market funds had a hard time holding onto what little inflows they regained last week as $1.72 billion exited the industry and total net assets settled at $258.36 billion in the week ended May 13, according to The Money Fund Report, a service of iMoneyNet.com. more »

Guggenheim to Add Emerging Markets Bond Fund

Guggenheim Investments filed with the Securities and Exchange Commission to register the Emerging Markets Bond Strategy Fund, part of the Rydex Series Funds. more »

Mutual Fund Inflows Continue to Surge

Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI). more »

Goldman Gets Real About Returns

Goldman Sachs has filed to launch the Multi Asset Real Return Fund. The fund seeks real return by investing in inflation-sensitive assets. more »

Morgan Stanley Unit Launches Alt Fund

Morgan Stanley Alternative Investment Partners announced the launch of the AIP Dynamic Alternative Strategies Fund, its first mutual fund. more »

The Quest for Yield

Yield by any name may sound sweet, but experts say closed-end fund investors need to consider other factors, too. more »

Fidelity Launches Target Volatility Portfolio

Fidelity Investments has rolled out a target volatility strategy, the Fidelity VIP Target Volatility Portfolio. The portfolio seeks to manage total return volatility within a target range. more »

ETFs Now Can Be Placed in Retirement Plans

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans. more »

Vanguard Adds Asian Retail Unit

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent. more »

Thomson Reuters Launches Trust Index

Thomson Reuters has launched a proprietary index designed to measure trust in global financial institutions called the Thomson Reuters TRrust Index. more »

White Promises ‘Appropriate, Balanced’ Money Fund Proposal

Chairman Mary Jo White told the general membership meeting of the ICI that the SEC will “propose meaningful money market reform.’’ And that developing its next round of reform measures will be made with international regulation in mind. more »

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