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The strategy draws investor interest again, mostly on the strength of fixed income.
January 30 -
The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.
January 25 -
After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.
January 19 -
Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.
January 11 -
The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.
January 3 -
Dec. 18: The proposed active offerings are set to debut in February.
December 15 -
With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.
December 8
Wealth Logic -
The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.
December 5 -
The seven funds are expected to begin trading in the first quarter.
November 28 -
After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.
November 20 -
The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.
October 25 -
The asset manager’s institutional assets have grown in each of the past five years, increasing about 45% since 2011.
October 25 -
If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.
October 20
Gregory FCA -
Automated platforms may have steered investors to buy rather than sell in the market panic.
October 19 -
Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.
October 6 -
The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.
October 3 -
Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.
October 2
SimCorp North America -
Most of the firm’s reticence has come down to a marketing debate.
September 29 -
The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.
September 25 -
There is something to be said for active managers in the age of Trump.
September 15
Clarfeld Financial Advisors














