ETFs

The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.

The asset manager was stuck at $700 billion in AUM for 18 months. Faced with a grim reality, Franklin made the obvious move: It got bigger in a hurry.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

It’s the best debut for any U.S. ETF this year, and a sign it’s not the only firm that sees potential in the sector.

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.

The actively managed fund will incorporate ratings from independent research that measures investments’ impact on society.

Advisors can use the information to build custom, values-based portfolios for their clients.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Data reported by the Investment Company Institute.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

Buyers yanked $2.9 billion from the sector in the final days of January, nearly wiping out gains so far this year, data show.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.

The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.