Invesco

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

Roughly two-thirds of the $1.2 billion contributions to the firm in 2019 came from appreciated assets.

The investment bank is well behind most of its competitors and is priced well above the most attractive price points.

“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.

The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.

Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.

Defined-maturity funds offer traditional fixed-income interest payments.

These double-digit returns came at a price lower than the rest of the sector.

The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

The average expense ratio among the top-performers is 40 basis points higher than the average.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

Portfolios constructed with companies betting on industrial and social transformations are besting rivals.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.