ETFs

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.

Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

Nearly all of the fixed-income funds held short term debt.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.

In what was a stellar year for corporates, governments nearly missed the list entirely.