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The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.
October 24
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The top 20 nearly doubled their gains over the last year, data show.
October 23
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Data reported by the Investment Company Institute.
October 23
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More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.
October 23
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The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.
October 22
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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18
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Broadly, hedge funds lost about 0.1% last month, paring gains for the year to about 6.2%, data show.
October 18
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Despite recent rebranding efforts, the EventShares fund hasn’t seen an inflow since May.
October 17
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The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.
October 16
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Geopolitical friction and a slowdown in global economic growth have boosted the metal’s demand despite signs of recent wavering.
October 15
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Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10
Mercer Advisors -
The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.
October 10
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“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.
October 9
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The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.
October 9
NICSA -
Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9
Delta Data -
“We need someone with a deep understanding of BlackRock, our business and, above all, our culture,” CEO Larry Fink wrote in a memo.
October 8
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Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8
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More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.
October 8
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For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.
October 7
