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Mutual funds search for growth in new landscape
Alternative strategies and new markets are on the agenda in the US mutual funds industry as the competitive landscape is being reshaped, not just to target new assets and markets but also to satisfy investor demand for products that offer downside protection and uncorrelated returns (report)
Pension funds take shine to ETFs
Institutions stand to benefit from several advantages if they increase their exposure to ETFs: they are more liquid and therefore are a good transitional investment – somewhere to park the cash – but they can also form part of an institution’s securities lending business
ETF providers feel pinch from fee wars
How reduced ETF expense ratios are shaping strategy
Education is key to making sense of latest offerings
The industry knows it must ensure clarity for advisers and investors, but as products have become more complex that task is getting increasingly difficult
Hedge funds consider the alternatives
Alternative investing-flavoured mutual funds are attracting interest and their success is pulling hedge funds into the US regulated fund space
Funds find happy hunting grounds in overseas markets
Some US fund managers have been able to take advantage of the financial crisis and make big inroads into the European market
Long view pays off for Franklin in Europe
The seeds for Franklin Templeton’s success in Europe were sown 10 to 15 years ago when it set up local offices in each of its target markets
DC pension reformers facing a tough task
The current defined contribution (DC) pensions system will not provide an adequate income and needs an overhaul
Fears over Dodd-Frank spur action
The FSOC’s plan to designate non-bank financial institutions as systemically important, and thus subject to heightened oversight, is causing the greatest concern
