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Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.
August 2 -
Many firms are finding new ways to incorporate computer models and data science into their research.
August 1 -
Advisers have turned into the new active investment managers.
August 1 -
Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.
July 31 -
The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.
July 27 -
In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.
July 17 -
The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.
July 14 -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.
July 13 -
Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.
July 13Ritholtz Wealth Management -
Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.
July 10 -
The influence of index and ETFs is growing, but it's not destabilizing yet.
July 7
Bloomberg News -
East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.
July 7 -
Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.
June 30 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
Many new products are great for the industry and not so great for our clients.
June 26
Wealth Logic -
More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.
June 21 -
Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.
June 7 -
Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.
June 6 -
Studies show smart beta beating their benchmarks more than active managers.
May 17














