Portfolio

Investors were more positive toward stocks, balanced mutual funds and real estate in the first quarter this year than they were in the previous quarter, according to a John Hancock survey.

Legg Mason has announced a series of executive appointments and departures following the hiring of Joseph Sullivan as its president and chief executive officer.

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly.

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly.

Pioneering exchange-traded fund provider Global X Funds is adding some more frontier market flavor to its portfolio.

Two more firms are staking their claims to the growing exchange-trade fund space.

Mary Schapiro, the former chairman of the U.S. Securities and Exchange Commission, has joined Promontory Financial Group as a managing director and chairman of its governance and markets practice.

Baldwin Brothers, a Massachusetts-based wealth management firm and family office with $1 billion AUM, launches sustainable wealth management platform, Arjuna Capital.

Alternative mutual fund shop Simple Alternatives has added Clark Jones as a portfolio manager expanding the investment team managing the firms’ flagship S1 Fund (SONEX).

The global exchange-traded product industry recorded its best Q1 on record amassing flows of $70.1 billion compared to the previous record of $65.5 billion set last year, according to Blackrock’s latest ETP Landscape Monthly Snapshot.