Active management

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.

At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

The fund has returned 54.5% on its investments this year through August, fueling a 48% gain for shares of Pershing Square Holdings.

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

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

Most Capital Group portfolio managers have at least $1 million of their own money in their funds.

The actively managed vehicle will invest in about 100 companies.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Last year's performance suggests the upstarts may have an Achilles' heel.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

In today’s age of data and algorithms, the underpinnings of human-led investment philosophies are in question.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

U.S. and European ETFs were stung by redemptions in January even as developed markets added trillions in value.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.