S&P

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

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.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.

The issue comes to down whether the strategy is good at picking stocks primed to rise.