Morningstar

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Contribution limits in a Roth IRA could shrink for couples after marriage.

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

The firm’s complicated relationship with these fees is indicative of the industry’s overall struggle to find a balance between appropriate compensation and transparency.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.

Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.

Expenses have outpaced or matched revenue growth during the past four to five years, while aggregate fees declined almost 20%, a study found.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

The ETFs that bested the strategy “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

Why? Three other competitors have an astounding 95.8% of market share.

With double-digit annualized returns produced by nearly all of these funds, the ranking illustrates the broader trend toward passive investing.

The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.

The top 20 collected nearly $1 trillion in combined assets.

Even momentum, which has made money in eight of the last 10 years, has plunged in 2019.

Nearly all posted losses over the last year.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.