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If active managers are dead, their stocks haven't heard about it

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

Video ESG points to well-run companies

Investors may accept lower returns for responsible investments. But a trade-off isn’t necessary.

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Investments May 26
Highest returns among funds with lowest standard deviations

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

Mutual funds Lee Conrad June 21
Mutual fund alphabet to lose letters in the fiduciary future

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Mutual funds Tobias Salinger June 20
Magazine Where do ETFs lead the industry to next?

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

Mutual funds June 20

The Latest

If active managers are dead, their stocks haven't heard about it

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

Asset managers June 21

Asset managers June 21
Scorecard: Mutual fund flows for the week ending June 7

Data reported by the Investment Company Institute.

Mutual funds Editorial Staff June 20

Mutual funds Editorial Staff June 20
Goldman partner leaving bank's asset management unit

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

Career moves June 20

Career moves June 20
Where do ETFs lead the asset management industry to next?

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

ETFs Andrew Shilling June 19

ETFs Andrew Shilling June 19
Popular 401(k)s are packed with tech stocks: News Scan

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Mutual funds Sarah Martinson June 16

Mutual funds Sarah Martinson June 16

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Voices

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.

Reinvent Wealth March 29
Thou shalt not buy biblically responsible ETFs: Barry Ritholtz

Barry Ritholtz
Founder
Ritholtz Wealth Management

Can a fund really ignore potential investments in Fortune 500 companies for non-financial reasons?

Investment strategies March 6
Why I’m thumbs down on liquid alts

Allan S. Roth
Founder
Wealth Logic

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

Alternative investments April 27

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.

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