ETFs

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

Cloning funds and shifting client cash may be Wall Street’s best hope for challenging the dominance of firms like State Street, BlackRock and Vanguard.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

There’s a misunderstanding at the heart of some of this year’s most popular and hated trades within the $4 trillion market for ETFs.

Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.

The Phillips Curve is in doubt, the bond market is distorted and a tweet can shift the trajectory of global markets in a matter of seconds.

Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.

When pitted against the broader market, the top 20 outperformed both the Dow and S&P 500 by more than 5 percentage points.

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

The first-of-its-kind product is cleared and features the same creation-and-redemption process common with traditional offerings.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

After hitting the lowest level since January, the fund climbed on Tuesday as the Trump administration made efforts to de-escalate its dispute with China.