Asset management

The eight-week fellowship aims to close the racial gap in asset management

The bank will try to convince investors that its Asset and Wealth Management arm is poised to make Goldman more competitive.

Actively managed exchange-traded funds have accounted for nearly one-third of ETF flows so far this year, a record share.

The impact management firm passed $100 million in assets in its Social Justice All Cap Global ETF in 2022, less than two years after inception.

The financial consequences for most asset managers and banks from all the anti-ESG rhetoric coming out of the mouths of Republican politicians in the U.S. is almost certain to be minimal — at least for now.

A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.

The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.

The world's largest asset managers voted against many more directors than the previous year based on climate and racial equity issues.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

Wall Street is divided over the world’s biggest debt market as inflation breaks out and debt burdens swell.

Most foreign financial institutions have identified wealth management as a prime focus with investable assets estimated to double over the next few years.

Financial advisors, asset managers and researchers are racing to fill in the information gaps Americans reported in a new J.D. Power survey.

The acquisition will add $124 billion of European AUM and give Ameriprise access to the Canadian bank’s ESG strategies. It will also initiate a distribution relationship with the Bank of Montreal’s North American wealth management business.

Unlike competing financial services firms, the asset manager has agreed to undergo a racial audit.

More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.