TITLE

Investment whiteout

AUTHOR(S)
MORGAN, JOHN
PUB. DATE
December 2008
SOURCE
Employee Benefit News;Dec2008, Vol. 22 Issue 15, p50
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article considers the possibility that investors will gravitate toward index-based mutual funds amid financial crisis. Touting mutual funds as safe havens for tax-exempt income could be a great tactic for retirement plan providers after 2008, particularly as baby boomers look for ways to preserve their assets, according to Paul Disdier of The Dreyfus Corp. It is now more important for employers to provide comprehensive and reassuring retirement planning education and advice through a third-party provider.
ACCESSION #
35620764

 

Related Articles

  • U.S. index fund growth stalls. Schramm, Sabine // Pensions & Investments;8/24/1998, Vol. 26 Issue 17, p2 

    States that the use of index funds by non-United States tax-exempt investors have increased while US investors have stopped the use of these indexes. Comments from Peter Leahy, managing director-global structured products, State Street Global Advisors company; Who manages the majority of the...

  • Disdier Shuffles Muni Deck at Dreyfus Corp. Fine, Jacob // Bond Buyer;11/7/2001, Vol. 338 Issue 31260, p5 

    Reports on the restructuring of Dreyfus Corp. under the direction of director Paul Disdier. Appointment of James Welch, a former Back Bay Advisors portfolio manager as primary portfolio manager of six municipal bond funds; Selection of Scott Sprauer, former Dreyfus tax-emempt money market fund...

  • Fighting back. WALKLEY, PAM // Money (Australia Edition);Jul2011, Issue 136, p68 

    The article features Australia's mortgage fund industry which reportedly continues to suffer from redemption pressure in 2011. It cites reasons like the 2008 global financial crisis, the federal government guarantee of bank and similar deposits, and the perceived structural flaws in several...

  • Measuring Stick. Israelsen, Craig L. // Financial Planning;Jan2011, Vol. 41 Issue 1, p79 

    The article discusses a study of the measurement of mutual funds in the U.S. The tendency of mutual fund returns published by data providers to assume a lump-sum investment is mentioned. The sequence of returns is cited as the key to anticipating which funds will perform better based on the...

  • The Dreyfus Affair.  // Time;1/25/1971, Vol. 97 Issue 4, p84 

    The article reports about Dreyfus Corp.'s, membership application on the New York Stock Exchange (NSE). It mentions that New York Stock Exchange follows very strict rules and regulations regarding its membership, thus making it very difficult for mutual funds, insurance companies and other...

  • IRS Settles With Fund, Not Issuer. Barnett, Susanna Duff // Bond Buyer;2/9/2004, Vol. 347 Issue 31817, p1 

    Reports on the joining of the Internal Revenue Service (IRS) to a closing agreement with a large tax-exempt mutual fund after failing to reach a settlement with an issuer of the taxable bonds in Washington D.C. Efforts of the IRS to find the names of the bondholders in the abusive transactions;...

  • An Analysis of Investors' Attitude towards Tax Saving Mutual Funds in India. Santhi, N. S.; Gurunathan, K. Balanaga // European Journal of Economics, Finance & Administrative Sciences;Nov2011, Issue 41, p54 

    Investment is saving money and engaging them with the expectation of earning profit in future. Mutual fund is supposed to be a better avenue for the individual investor. Tax saving mutual funds is also known as Equity Linked Saving tax saving mutual funds which provides all the benefits along...

  • exempt investment fund.  // Bloomsbury Business Library - Business & Management Dictionary;2007, p2928 

    A definition of the term exempt investment fund is presented. It refers to a British collective investment, usually a mutual fund, for investors enjoying certain tax privileges.

  • Dreyfus to Launch High-Yield and Hybrid Muni Funds. Fine, Jacob // Bond Buyer;7/20/2005, Vol. 353 Issue 32178, p6 

    Reports on Dreyfus Corp.'s plan to launch a mutual fund that invests in high-yield municipal bonds and another that invests in both municipal bonds and value stocks. Creation of the alternative municipal bond funds in an attempt to need the demand for the sector as the baby boom generation nears...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics