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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.
July 10 -
For clients’ portfolios that need international diversity, these funds focus on the region.
July 9 -
The math wizards of the investment world are hoping to disrupt the established giants of the trillion-dollar credit market.
July 9 -
New products give institutional investors a fresh way to exploit the rise of machines.
July 8 -
An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.
July 3 -
Ukraine, Nigeria and Kazakhstan offer opportunities because local developments dominate the direction of their markets, the M&G fund manager said.
July 3 -
Investors plowed into bullion-backed funds after the U.S. and China reached a truce in their trade war.
July 1 -
Eight of the top 10 have less than $100 million in assets.
June 27 -
Markets have been whipsawed by mounting concern over softer economic data and President Trump’s trade wars with major partners.
June 26 -
The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25 -
Expenses have outpaced or matched revenue growth during the past four to five years, while aggregate fees declined almost 20%, a study found.
June 25 -
Bullion gains have intensified amid signs that the Fed and other central banks are turning more dovish on monetary policy.
June 24























