Investment Instruments

IRA custodian PENSCO Trust Co. says that among its clients at least, the majority would be interested in investing more in alternatives if conditions were right.

The number of launches of alternative and multi-asset funds has increased 15 percent since 2010, Cerulli Associates says.

The court's ruling earlier this year impacts 401(k) plans that offer employer stock as an investment option as well as employee stock ownership plans that invest primarily in employer stock.

Eaton Vance Corp. has won the backing of regulators for a new type of exchange-traded fund that wont disclose holdings daily.

The technology-based advisory serves 9 million participants, and oversees more than $100 billion in assets.

By category, equity U.S. large-cap ETFs were ahead, recording $12 billion.