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Anticipation of a prolonged U.S.-China conflict is mounting, and “it’s possible that a currency war will start as well,” an executive says.
August 5 -
Data reported by the Investment Company Institute.
August 5 -
FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.
August 2 -
Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.
August 1 -
Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.
July 31 -
Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.
July 31 -
The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.
July 30 -
The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.
July 29 -
Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.
July 26 -
While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.
July 25 -
A search for returns in less liquid assets may blur the transparency of real portfolio value.
July 18 -
The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17 -
Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.
July 16 -
The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.
July 15 -
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.
July 15 -
This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.
July 12 -
Genstar puts consolidator Mercer Advisors up for sale.
July 11 -
The firm has shed fund holdings in defensive sectors such as health care and consumer staples.
July 11 -
The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.
July 10 -
Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.
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