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“It’s hard to outrun secular risk,” says T. Rowe Price CIO David Giroux.
November 14 -
High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.
November 1 -
Factors including low interest rates may have contributed to success.
October 24 -
The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.
October 18 -
For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.
September 26 -
The net outflows are staggering, but recent studies show the relationship is far more nuanced.
September 24 -
The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.
September 14 -
The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.
September 11
Dynasty Private Wealth -
Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.
August 24 -
These expense ratios were closer to the average fund fee in 1996.
August 15 -
There are five niches that will be its future.
August 13 -
Many sectors have rallied the past decade, but tech and health care outperformed.
August 8 -
The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.
August 8 -
A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.
July 25 -
Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.
July 23 -
The asset manager's flows are down 42% year-over-year. The industry: 50%.
July 6 -
The only other fund of its kind has $269 million in assets, a figure that’s ballooned roughly 1,700% this year.
June 27 -
An ETF expert suggests active management is the key to success in the current environment.
June 27 -
The bank has deviated from its guiding philosophy after making tactical sales of stocks perceived as being on the front lines of the tariff bombast.
June 25 -
The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.
June 14


















