Capital markets

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

The fund gained 22% last month, beating more than 1,970 rivals.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.

Challenges abound even without the issues posed by inconsistent global definitions.

Macro products that trade everything from euros to oil have struggled amid soaring stock valuations and ultra-low interest rates.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

SEC Commissioner Robert Jackson Jr. said his office studied 15 years of data to assess how the firms utilized their power on hundreds of proposals.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.

Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”

Asset managers who flocked to safety in utilities and dividend stocks at the end of 2018 have seen their pain compounded by the latest risk-on rally.

Factors driving the dizzying pace of deals are revealed at Schwab’s Impact conference.

With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

An extension from the agency comes amid warnings from brokerages that breaking out stock and bond analysis would threaten their own research businesses.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.