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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 -
Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.
January 21 -
The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.
October 28 -
The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.
October 24 -
The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.
August 6 -
If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.
August 2 -
Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.
August 1 -
The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.
June 10 -
Nearly all posted losses over the last year.
May 15 -
As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.
May 3