Featured

Apr 01, 2014 - Nick Jardine

Mutual Fund Industry Awards Storify

Attendees of 21st Annual Mutual Fund Industry Awards event on March 27 at New York's Mandarin Oriental flocked to social media to congratulate mutual fund analysts, trustees, lawyers, providers and other honorees. Here is a Storify of the night's social activities.

Read More

Mar 17, 2014

ICI MFIMC Conference Storify

Mutual fund executives flocked to Orlando, Fla., this week for the Investment Company Institute’s (ICI) 2014 Mutual Funds and Investment Management Conference (#MFIMC).

Read More

thumbnail

Jun 10, 2013

Rising Stars of Mutual Funds: Benjamin Huneke, Morgan Stanley

Benjamin Huneke, head of investment solutions at Morgan Stanley and one of the Rising Stars of Mutual Funds, talks to FII about integrating Morgan Stanley's and Smith Barney's product suites and helping advisors identify better-performing mutual funds for their portfolios.

Read More

Current

  • News - Apr 01, 2014 - Nick Jardine
    Mutual Fund Industry Awards Storify

    Attendees of 21st Annual Mutual Fund Industry Awards event on March 27 at New York's Mandarin Oriental flocked to social media to congratulate mutual fund analysts, trustees, lawyers, providers and other honorees. Here is a Storify of the night's social activities.

  • News - Mar 17, 2014 -
    ICI MFIMC Conference Storify

    Mutual fund executives flocked to Orlando, Fla., this week for the Investment Company Institute’s (ICI) 2014 Mutual Funds and Investment Management Conference (#MFIMC).

  • Small Image
    Features - Jun 10, 2013 -
    Rising Stars of Mutual Funds: Benjamin Huneke, Morgan Stanley

    Benjamin Huneke, head of investment solutions at Morgan Stanley and one of the Rising Stars of Mutual Funds, talks to FII about integrating Morgan Stanley's and Smith Barney's product suites and helping advisors identify better-performing mutual funds for their portfolios.

  • Small Image
    Features - Jun 03, 2013 -
    Rising Stars of Mutual Funds: Tim Galbraith, Transamerica Asset Management

    Tim Galbraith, senior v.p., CIO Alternatives, portfolio manager at Transamerica Asset Management and one of the Rising Stars of Mutual Funds, talks about the Multi-Manager Alternative Strategies Portfolio, the appetite for cross-asset allocation strategies and the need for actionable research in the alternatives space.

  • Small Image
    Features - May 24, 2013 -
    Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

    Brad Friedlander, head portfolio manager at Angel Oak Capital and one of the Rising Stars of Mutual Funds, talks about what he learned during the financial crisis that led to the creation and successful growth of a firm that invests primarily in mortgage-backed securities.

  • Small Image
    Features - May 17, 2013 -
    Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

    Matthew Berry, managing director of Bedrock Valuation Advisors and one of the Rising Stars of Mutual Funds, talks about the need for mutual fund boards to better understand internal and third-party valuation.

  • Blogs - Sep 27, 2012 - Stan Wilson
    JOBS Act Vs. 40 Act: It’s On For Mutual Funds

    Fund industry Washington hands are watching nervously for a Securities and Exchange Commission decision on the JOBS Act coming soon.

  • Blogs - Sep 21, 2012 - Stan Wilson
    Not Another Financial Transaction Tax Bill

    It’s still only a pipedream, but on Sept. 17 Rep. Keith Ellison (Minn.) introduced yet another bill that would impose a financial transaction tax on trades made by funds and all others.

  • Regulation - Aug 15, 2012 - Stan Wilson
    Are Small DC Plans Dying Out?

    Is there anybody out there? Disquieting results are coming in to the Plan Sponsor Council of America from its surveys of small 403(b) and 401(k) plan activity in 2012.

  • Blogs - Aug 09, 2012 - Stan Wilson
    GOP Assault On Dodd-Frank, FSOC Premature?

    GOP presidential candidate Mitt Romney in his recent trip to Poland renewed his call for the repeal of Dodd-Frank. That’s easy to say, but getting rid of it is another matter entirely.

  • - Apr 01, 2014 - Nick Jardine
    Mutual Fund Industry Awards Storify

    Attendees of 21st Annual Mutual Fund Industry Awards event on March 27 at New York's Mandarin Oriental flocked to social media to congratulate mutual fund analysts, trustees, lawyers, providers and other honorees. Here is a Storify of the night's social activities. more

  • Small Image
    Video - Jun 10, 2013 -
    Rising Stars of Mutual Funds: Benjamin Huneke, Morgan Stanley

    Benjamin Huneke, head of investment solutions at Morgan Stanley and one of the Rising Stars of Mutual Funds, talks to FII about integrating Morgan Stanley's and Smith Barney's product suites and helping advisors identify better-performing mutual funds for their portfolios.  more

  • Small Image
    Video - Jun 03, 2013 -
    Rising Stars of Mutual Funds: Tim Galbraith, Transamerica Asset Management

    Tim Galbraith, senior v.p., CIO Alternatives, portfolio manager at Transamerica Asset Management and one of the Rising Stars of Mutual Funds, talks about the Multi-Manager Alternative Strategies Portfolio, the appetite for cross-asset allocation strategies and the need for actionable research in the alternatives space.  more

  • Small Image
    Video - May 24, 2013 -
    Rising Stars of Mutual Funds: Brad Friedlander, Angel Oak Capital

    Brad Friedlander, head portfolio manager at Angel Oak Capital and one of the Rising Stars of Mutual Funds, talks about what he learned during the financial crisis that led to the creation and successful growth of a firm that invests primarily in mortgage-backed securities.  more

  • Small Image
    Video - May 17, 2013 -
    Rising Stars of Mutual Funds: Matthew Berry, Bedrock Valuation Advisors

    Matthew Berry, managing director of Bedrock Valuation Advisors and one of the Rising Stars of Mutual Funds, talks about the need for mutual fund boards to better understand internal and third-party valuation.  more

  • Small Image
    Video - Apr 26, 2012 -
    Alpha’s Alford Talks Alts, Origin

    Brad Alford, chief investment officer of alternative specialist Alpha Capital Management, discusses his firm’s origins, offerings and place in the industry. Alford was named a Rising Star Of Mutual Funds. more

  • Small Image
    Video - Apr 26, 2012 -
    Morningstar’s Dolan Talks Ratings, Reports

    Karen Dolan, director of mutual fund analysis at Morningstar, talks about Morningstar’s new fund ratings system and global fund reports. more

  • Small Image
    Video - Apr 26, 2012 -
    MSSB’s Kokenos Speaks About Strategy, GPS Tool

    Peter Kokenos, ETF product manager at Morgan Stanley Smith Barney, discusses the firm’s Liquid Alternative Portfolios, the strategies behind them and the Global Product Screener advisor tool. Kokenos was named a Rising Star Of Mutual Funds. more

  • Small Image
    Video - Apr 26, 2012 -
    BNY’s Farrelly Discusses Creation Of His Position

    Rashaan Farrelly, client services officer at BNY Mellon, discusses the creation of a position specifically for him to service the exchange-traded fund authorized participants and clients. Farrelly was named a Rising Star Of Mutual Funds. more

  • Small Image
    Video - Aug 26, 2011 - Mike Schnitzel
    Welcome to Fund Industry Intelligence

    Watch a video of managing editor, Mike Schnitzel, explain the features of the new website.  more

  • Events - Apr 24, 2014
    Capital Link's 13th Annual Closed End Funds & Global ETFs Forum

    This annual CEF & Global ETF Forum plays host to 1,000 attendees every year, will not only address the benefits and challenges associated with using closed-end funds (CEFs) and ETFs, but will also present a networking platform for financial advisors, financial planners, institutional investors, fund and asset managers, analysts, other wealth management professionals, and major financial media.

Already Registered? Log in below

 

Not Registered? Get it now!


Get beyond the headlines to the details and perspectives that will impact your bottom line.

Contact Us

Need information or assistance with your service? We can help.

Customer Service
+1 800 715 9195
customerservice@iiintelligence.com


Subscription Hotline
USA: 1.800.437 9997 or +1.212.224.3570
UK: 44.207.779.8999
hotline@iiintelligence.com

Corporate Access Enquiries
+1 212 224 3366
jdiaz@iiintelligence.com