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Tax revamp could benefit asset managers at investors' expense
The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.
Low inflation and bond funds
Low inflation lowers bond yields, but a well-managed fund may provide ballast against equity risk.
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Open-architecture approach to building new tools
There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.
Index providers poised to de-FANG ETFs
Plans to recategorize internet and media stocks would blend some of the best-performing equities with the worst.
Advocating for an open-architecture future
Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.
ETF Resource Center
Mutual Fund Service Guide 2017
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BlackRock, king of indexing, ditches passive for bot-built ETFs
After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.
Venezuelan default divides investors: News Scan
Some fund managers specializing in distressed debt smell an opportunity.
Scorecard: Mutual fund flows for the week ending Nov. 8
Data reported by the Investment Company Institute.
Investment assets focused on women surge $2.2B
The majority of public and private funds using the strategy launched in the last three years.
Hedge fund urges small-caps to pay for research after MiFID
The rule’s impact could be “devastating if independent research ceases or is significantly diminished,” the manager warns.
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Conducting a stronger compliance review
Joseph M. DiBartolo
Alaric Compliance Services
Smaller and midsized firms typically have fewer resources, limiting the time available to complete annual examinations of their policies and procedures.
Industry preps for major reporting overhaul
Global Market Manager
Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.
To beat passive, get active in your marketing
If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.
Data & Research
Lowest P/E ratios: Are these funds truly undervalued?
Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.
8 factors driving explosive ETF growth
Above all others, millennials are likely to include the funds in their portfolios, Schwab says.
Which passive funds have best 10-year returns?
The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.
Which actively managed funds have best 10-year returns?
The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.
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