Asset management

With the industry facing ridicule for high fees and low returns, clients have pulled a net $33 billion from the industry in the first quarter, the most over a decade.

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.

CEO Larry Fink announced a new focus on ESG in January, however the coronavirus has pushed a separate set of urgent issues into the forefront.

The firm’s chief investment officer spent as much as a third of that on high-yield funds, according to people with knowledge of the matter.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

It’s impressive how quickly a two-day plunge affects the tone of bulls.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

By extending their working years, seniors can see an increase in their Social Security payouts.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

Morningstar finds that active managers have left a lot to be desired.

The platform aims to "assist … in meeting demands for redemptions” as alarm over the coronavirus continues to cause strains in short-term funding markets.

Lenders have been ringing up investment firms and hedge funds to garner interest in financing to companies in industries upended by the coronavirus.

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

Managers who are can differentiate with solid ESG credentials stand to prosper, especially as a younger generation begins saving for investment.

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.