Displaying 5298 results
Allspring braces to leap into active ETF space
The mutual fund giant’s move to adopt Vanguard’s dual-class model puts it in the running with other asset managers looking for a stake.
Can CITs overthrow mutual funds to dominate DC plans?
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.
Northern Trust Asset Management appoints new global funds chief
New leader will lead the team managing ETFs, mutuals with $230B AUM.
BlackRock kills 15 funds, including remote-work ETF
The biggest sustainable investment manager in the US is also cutting six such products.
Another thematic ETF launches to target global obesity battle
The fund will invest in stocks of drug manufacturers and related industries.
What an outsider CEO could mean for Vanguard
Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.
Mutual funds are 100 years old, but remain in favor for young Americans
New fact book focuses on state of the investment fund industry.
With SEC rule changes looming, money funds start shifting their holdings
Measures from the federal regulator are likely to shift the balance of market demand toward less risky assets.
JPMorgan taps ChatGPT for new thematic investment suite
The banking giant’s generative AI-powered strategy, IndexGPT, is the latest attempt by Wall Street to harness the nascent technology.
Bond mutual funds rake in $108B to snap two-year flows drought
The script has flipped in fixed income as figures show ETFs lagging mutual fund flows, with the bulk going to active bond funds.
BlackRock set for first mutual fund-to-ETF switch
The global asset management firm is converting a $700M dividend strategy amid pervasive investor demand for tax-efficient fund structures.
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
Mutual funds make a comeback in February, Cerulli says
Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets
The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.
Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall
2023 continued a long-term trend of decreasing expense ratios.
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
Lipper awards celebrate strong year for mutual fund industry
116 funds were recognized with a Lipper Fund Award over the five-year period, and 108 funds won the prestigious trophy for the 10-year period.
How much room is there for active management?
While advisors’ stances on active differ, money has increasingly flowed to passive funds.
Green funds were in the red in 2023
Sustainable investing saw headwinds last year as investors pulled out of funds, but performance recovered from a rough 2022
