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Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.
October 10 -
These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.
September 28 -
The holdings in each of the three new offerings are rated A to BBB.
September 22 -
The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.
September 22 -
All posted positive returns over five years, but active saw the largest outflows.
September 20 -
The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.
September 19 -
These funds can affordably provide clients with REIT exposure.
September 14 -
With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?
September 13 -
The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.
September 8 -
In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.
August 30 -
No performance chasers here; these investors buy on the downside.
August 23 -
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 -
There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.
August 2 -
For clients looking for investment income, these funds excelled in the first half of 2017.
July 26 -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12 -
Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.
June 14 -
Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.
June 7 -
Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.
May 31 -
Studies show smart beta beating their benchmarks more than active managers.
May 17 -
Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.
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