Finance

Returns over the past decade have been stellar, but capital preservation is a concern.

This environment allows advisors to demonstrate their value to clients.

The firm plans to double in size in the next three years.

Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.

If approved, the funds will exclude investments in alcohol, tobacco, weapons, fossil fuels and nuclear power.

The only other fund of its kind has $269 million in assets, a figure that’s ballooned roughly 1,700% this year.

The side effect of index reconstitution is well documented.

The banker was accused of directing a scheme that tacked hidden fees onto billions of dollars’ worth of trades by sovereign funds and other investors.

Scrutinizing recent performance isn’t a recipe for long-term investment success.

In light of recent losses, risk models will tell managers to cut their exposure to the factor, which could cause a systematic sell-off.