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Morningstar founder Joe Mansueto still dreams big
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
DoubleLine’s Shiller CAPE fund beating rivals while adding smart alpha to smart beta
Fixed-income foundation pushed fund to the top of the large-value category.
If you tread at all into the energy sector, tread lightly
It has become the ultimate stock-pickers market
In Labor Department’s fiduciary proposal, a nod to passive investing
Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent advice standards.
Investors shun stock pickers, favor Vanguard, BlackRock, State Street
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Fund expense ratios continue to fall as fund companies get richer
Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.
Fidelity revives mutual fund sales
Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.
Even outside U.S., passive investments widen share of sales over active
Gap between active and passive funds in international equities reaches highest level since financial crisis.
Vanguard digital advice platform gives investors choice on active vs. passive
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
Highland Capital ramps up liquid alternative strategy push
Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts.
What advisers need to know about bond fund duration ahead of an interest rate increase
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
The surging dollar could crush unhedged global mutual funds
Simple ways to remove the currency risk are available but advisers need to find — and understand — them.
Rising interest rates to test REIT strength even as investors seek diversification
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
Stocks are looking more wobbly by the day
Breakfast with Benjamin: As the equity markets start to wobble, analysts start to claim they saw it all coming.
Ex-F-Squared CEO’s conduct ‘did not cause loss or harm to anyone’: lawyers
Howard B. Present “acted in good faith” when he led F-Squared Investments, the firm that said it misled clients about its investing track record during his tenure, lawyers for the former executive said in court filings.
Reading between the lines of liquid alternatives fund expense ratios
What you see might not be what you get and the real cost of running some strategies can be steep.
DoubleLine’s Jeffery Gundlach says ‘blockhead’ Fed should postpone raising rates
$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.
Foreign mutual funds look like a good way to dodge some U.S. market risk
Breakfast with Benjamin: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Alternatives make push for retirement accounts
Being used in target date funds, but higher fees may prevent widespread use
Small cap stocks go large on dividend payouts
Emerging trend could change the way advisers view income and growth.
