ETFs

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

Brokerage firms that sell the funds must determine whether clients understand their risks — a requirement that could discourage offering them at all.

Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.

“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.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

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