Subscribers (free) to my newsletter received the following this week. It’s my best-shot at providing an overview on
- important research and new investment strategies
- new technologies, apps, and platforms for investors
- insights into the behavior of investors
- changes in the investment business
Investment Products
How fund firms are luring advisors to use their products (Financial Planning)
Posted: May 17, 2012
This article describes the tactics fund firms are using (“value-added programs”) to encourage the usage and sale of their products for/to clients.
Vanguard lapping index fund competition (InvestmentNews)
Posted: May 15, 2012
Vanguard has seen over $65 billion in inflows, 4X the money its largest competitor (PIMCO) has seen.
AlphaClone signs partnership to license hedge fund replication index (AlphaClone)
Posted: May 15, 2012
AlphaClone, a platform that empowers creative hedge fund replication strategies, has taken a step that puts it one step closer to launching a fund based on its data.
Navigating the ETF Galaxy (Systematic Relative Strength)
Posted: May 15, 2012
This article by the folks at Dorsey Wright examines the state-of-the-art in ETF land and where the market is pointing for future growth.