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Large-cap equities were the only group of offerings that outperformed their respective benchmark.
August 11 -
New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.
August 11 -
The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.
August 9 -
Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.
August 7 -
Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.
August 3 -
Many firms are finding new ways to incorporate computer models and data science into their research.
August 1 -
The smart-beta offerings each have an international focus.
August 1 -
The firm has been building its passive business as investors dump active products.
July 31 -
The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.
July 28 -
Fidelity already has a private fund in China, and BlackRock plans to launch one as well.
July 28 -
For clients looking for investment income, these funds excelled in the first half of 2017.
July 26 -
There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.
July 24 -
A net 80% of investors think America is the most overvalued region, analysts say.
July 21 -
July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.
July 21 -
"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.
July 18 -
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
July 18 -
In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.
July 17 -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.
July 13 -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12


















