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More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.
October 8 -
For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.
October 7 -
Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.
October 7 -
The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.
October 3 -
Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.
October 2 -
Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.
October 2 -
Wild price swings that have exceeded double-digit percentages in a single day have spurred the regulator to keep a close eye on volatility.
October 1 -
Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.
September 30 -
Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.
September 27 -
Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.
September 26 -
Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.
September 25 -
The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.
September 24 -
Asset managers and traders who stand to gain bought credit default swaps in the 178-year-old company.
September 23 -
"Asset managers, like many businesses today, are being asked to do more with less," an executive says.
September 20 -
The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.
September 19 -
The firms broke with Climate Action 100+, a group of money managers overseeing more than $33 trillion, during this proxy season.
September 18 -
Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.
September 17 -
Cloning funds and shifting client cash may be Wall Street’s best hope for challenging the dominance of firms like State Street, BlackRock and Vanguard.
September 16 -
It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.
September 13 -
The Phillips Curve is in doubt, the bond market is distorted and a tweet can shift the trajectory of global markets in a matter of seconds.
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