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The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.
August 23 -
The rating agency's release ESG credit indicators for states and territories last year was blasted by GOP officials for being politicized, vague, and confusing.
August 14 -
In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.
September 25 -
The IBD network had been preparing for disruption, CEO Adam Antoniades says, and it has the financial flexibility it needs to boost financial advisors’ practices.
May 13 -
The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.
April 30 -
Clients blasted the company on social media for not being able to make trades.
March 2 -
The downside for their clients, however, is it may obscure just how much credit risk they’re exposing themselves to.
October 25 -
Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4 -
Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.
June 11 -
Fear of a liquidity plunge outweighed political risks in a recent JPMorgan survey.
June 5 - Voices: Morningstar now among largest players in credit rating market, and investors haven't noticed
Why? Three other competitors have an astounding 95.8% of market share.
May 31 -
The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.
May 29 -
One theory for underperformance has been the long steady gains in markets since the financial crisis.
April 25 -
Hedge funds are under pressure to justify their fees as bond indexes extend gains.
April 5 -
While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8.
March 25 -
The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.
March 19 -
In today’s age of data and algorithms, the underpinnings of human-led investment philosophies are in question.
March 7 -
Since the financial crisis, many managers pivoted from making money to playing defense.
February 19 -
SPIKES, a product from MIAX Options, is being pitched as a lower-cost alternative.
February 7 -
The pessimism is especially unusual given that the group’s asset flows haven’t moved opposite the market in more than a decade.
January 24

















