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Why this fund's 256,766% return still doesn't beat the market
Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.
White Paper
Active, Passive or Both?
A strategy to help clients understand the benefits of using both.
Sponsor content from
The algo that entices managers to beat MiFID trading caps
Software from Liquidnet is designed to avoid curbs on dark pools in Europe.
Emerging market debt funds dwindle further
JPMorgan projects net corporate issuance of emerging market debt at just $22 billion for the rest of the year.
Magazine
The digital storefront for products and clients
Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.
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ETF Resource Center
Asset managers
Mutual funds
Fund performance
Mutual Fund Service Guide 2017
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The Latest
Tech fund sees $1.5B in inflows amid resurgence in risk appetite
The industry’s benchmark ETF recorded its fourth largest inflow in the past five years.
Majority of mutual funds underperformed over 10 years: News Scan
Large-cap equities were the only group of offerings that outperformed their respective benchmark.
Scorecard: Mutual fund flows for the week ending Aug. 2
Data reported by the Investment Company Institute.
BlackRock is ‘OK with being early’ to this smart beta party
New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.
Why MiFID may send European ETFs over $1 trillion mark
The regulation encourages more transparency around fees for products that weren’t previously required to reveal such information.
See more of the latest news
Voices
Meeting the ever-increasing volume of data needs
Domenic Ionadi
Strategic Account Manager
Confluence
Operational challenges and strategic initiatives are at a crossroads.
Expansion plans? Here's what firms should read
Dan Sondhelm
CEO
Sondhelm Partners
Marketing and sales strategies are better received when firms provide information advisers are actually seeking.
The age of advice manufacturing is here
Rob Foregger
Co-founder
NextCapital
There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.
Data & Research
Funds with highest 3-year Sharpe ratios
Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.
Solid returns and low volatility: Top ETFs
Over $14 billion flowed into the low-risk ETF category in the first half of 2016.
10 investing lessons of the century (so far)
This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.
