Vanguard

The firms broke with Climate Action 100+, a group of money managers overseeing more than $33 trillion, during this proxy season.

Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.

Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.

Although many underperformed the broader market, just over half posted double-digit gains.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.