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The average expense ratio among the top-performers is 40 basis points higher than the average.
April 9 -
The bank has been paring smaller business lines since scandals began erupting from its branch network in 2016.
April 9 -
Andreessen Horowitz — one of the richest and most famous firms on Sand Hill Road — is giving up its VC designation.
April 8 -
Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.
April 5 -
Hedge funds are under pressure to justify their fees as bond indexes extend gains.
April 5 -
The bank has considered buying DWS to combine it with its own unit and spin the two off as a separate entity, sources said.
April 4 -
Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.
April 3 -
Part of the risk in any pivot to private equity is whether it would be essentially pawning what has been until recently a diamond of a business model.
April 3 -
The firm plans a 0.2% to 0.5% allocation to the products in its global and international fixed-income index portfolios.
March 29 -
Asset managers have felt the pressure as volatility roils global markets and investors continue to demand low-fee funds that require far fewer workers.
March 28 -
The New York-based firm has secured over $62 million in equity funding since its founding in 2014.
March 27 -
“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.
March 27 -
In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.
March 27 -
The drop in wealth was equivalent to the GDP of Italy.
March 26 -
The purchase will add to one of the asset manager’s key businesses, Aladdin.
March 22 -
Strategic buyers have less cash but more flexibility, experts say.
March 21 -
Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.
March 20 -
After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.
March 20 -
The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.
March 19 -
Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.
March 19




















