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Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.
May 23 -
The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21 -
The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.
May 18 -
“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.
May 17 -
One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.
May 17 -
Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.
May 17 -
As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.
May 16 -
An inside look at which firms are attracting assets and advisors.
May 15 -
Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15 -
Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.
May 14 -
The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14 -
The investment gives the world’s largest asset manager a focus on small-time investors.
May 10 -
Most say they’d still consider investing even if they discovered issues with sexual harassment.
May 9 -
The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.
May 2 -
“Securities that offer souped-up returns are just too dangerous,” says Executive Vice President Jim Ross.
April 30 -
A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.
April 26 -
Discontent has been building in the mega-cap tech sector as Facebook faces growing scrutiny after the company's recent user-data controversy.
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