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David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.
January 14 -
Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.
January 13 -
Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.
January 13 -
Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”
January 10 -
Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?
January 10 -
It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.
January 9 -
The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.
January 9 -
The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9 -
In what was a stellar year for corporates, governments nearly missed the list entirely.
January 8 -
About $2 billion of assets will be available to the company’s retail clients.
January 8 -
It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.
January 8 -
From closed-end funds to Reg BI, here's what could be playing out this year.
January 7 -
The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7 -
ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.
January 3 -
The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.
January 2 -
Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.
January 2 -
Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.
December 31 -
Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.
December 30 -
Other firms have trod a similar expansion path — and stumbled. Will Laidlaw find its footing?
December 30 -
Average management fees will be cut 8% on an asset-weighted basis.
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