Asset management

The biggest index fund companies follow the house view, which means at least 75% of their funds voted the same way, on environmental and social issues.

Fee wars among asset managers are having small, but notable impacts across the industry and prompting renewed focus on core business.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

Investment in socially beneficial activities can be worthwhile. But it ignores the question of who decides what is beneficial.

In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

The rewards for the men — and they’re all men — are notable, especially given only a third of the top 15 managers on the list beat the S&P 500.

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.

The unit was awarded a bonus pool that’s 5%-10% larger than last year, reflecting increased profits and assets, people familiar with the matter say.

Just 15% have incorporated ESG in their strategies, according to a report.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.