Asset managers

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

Some firms are hiring more analysts and salesmen in hopes for a windfall from the rules.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

The new European Union rules were discussed on 50 earnings calls since BlackRock reported results on July 17, up from 17 mentions in May and June.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

Practitioners say the rules conceal problems that regulators never fully considered.

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

JPMorgan projects net corporate issuance of emerging market debt at just $22 billion for the rest of the year.

The industry’s benchmark ETF recorded its fourth largest inflow in the past five years.

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Many firms are finding new ways to incorporate computer models and data science into their research.

The firm has been building its passive business as investors dump active products.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.