Capital markets

While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.

A search for returns in less liquid assets may blur the transparency of real portfolio value.

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.

The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.

A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Genstar puts consolidator Mercer Advisors up for sale.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.