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The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.
January 22 -
Macro funds, which invest in broad global trends, had the biggest disparity.
January 22 -
To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.
January 21Sondhelm Partners -
Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.
January 21 -
The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.
January 17 -
Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.
January 15 -
The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”
January 14 -
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