Asset management

Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

Digital firms are launching platforms to cater to faith-based investors.

The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.

CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.

Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.

While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.

A search for returns in less liquid assets may blur the transparency of real portfolio value.

The decision marks a shift for firm, which has largely ridden its equity-fund offerings.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.