Asset management

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.

The firm’s complicated relationship with these fees is indicative of the industry’s overall struggle to find a balance between appropriate compensation and transparency.

The firm is snapping up five- and 10-year notes as it predicts slowing inflation and trade tensions will push the Fed to lower its benchmark 75 basis points.

The custodial bank says it has reimbursed the affected clients with interest.

Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.

There is growing disquiet among those who run and invest in the products about potential problems that might be caused by rate cuts from the Fed.

Geopolitical risk, dovish central banks and an aging business cycle are reinforcing bullish moorings in global debt.

Expenses have outpaced or matched revenue growth during the past four to five years, while aggregate fees declined almost 20%, a study found.

Of the 468 hedge funds that used Goldman Sachs’ prime brokerage services in the past decade, half have shuttered.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.