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Ex-Morgan Stanley and JAForlines execs launch firm
TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.
White Paper
Bonds, Risk, and the Future
Navigate risk with active security selection to help prepare fixed income portfolios for a downturn.
Partner Insights
Sponsor Content From:
BNY Mellon ditches 80 products in lineup revamp
The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.
Top 20 mutual funds and ETFs with highest 3-year Sharpe Ratios
Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
Magazine
The state of asset management
Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.
Trending Topics
Asset managers
Mutual funds
Fund performance
Mutual Fund Service Guide 2018
The Latest
The state of asset management
Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.
Scorecard: Mutual fund and ETF flows for the week ending May 30
Data reported by the Investment Company Institute.
U.S. funds reap benefits of record inflows to money markets
The $55 billion of new cash last week from global investors was the most since 2013.
Pimco fund to buy dumped CLO equity after reg change
The holdings demonstrate “resiliency over several credit cycles, with low realized principal losses and robust returns for CLO equity,” managers say.
Voices: Hedge fund managers struggle to find useful data on ESG
The quant crowd is justifiably concerned by the lack of objective statistics available.
See more of the latest news
Voices
Best strategies for marketing your ETFs
Kathryn Morrison
CEO
SunStar Strategic
Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.
How internship programs can boost growth
Patrick Sweeny
Principal
Symmetry Partners
Making the right hire can ease workloads and free up time to spend catering to clients' needs.
Are asset managers ready for regulatory review?
Carl M. Rizzo
Director
Alaric Compliance Services
Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.
Data & Research
Worst-performing funds since 2008 financial crisis
Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.
Top-performing stock funds since 2008 financial crisis
Growth funds have performed best over the past decade, outpacing value funds.
Biggest funds, best returns over 5 years
The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.
8 factors driving explosive ETF growth
Above all others, millennials are likely to include the funds in their portfolios, Schwab says.
