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The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.
February 20 -
The 20 top-performers are largely comprised of low-cost tech offerings.
February 19 -
The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.
February 19 -
The asset manager was stuck at $700 billion in AUM for 18 months. Faced with a grim reality, Franklin made the obvious move: It got bigger in a hurry.
February 19 -
The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.
February 19 -
The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.
February 18 -
While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.
February 14 -
The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.
February 13 -
Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12 -
Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.
February 12