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Data reported by the Investment Company Institute.
February 3 -
The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.
February 3 -
Buyers yanked $2.9 billion from the sector in the final days of January, nearly wiping out gains so far this year, data show.
January 31 -
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.
January 30 -
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.
January 30 -
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.
January 29 -
The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.
January 28 -
Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.
January 27 -
Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.
January 27 -
The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.
January 22 -
The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.
January 17 -
Nearly all of the fixed-income funds held short term debt.
January 15 -
The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”
January 14 -
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.”
January 10 -
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.
January 9 -
In what was a stellar year for corporates, governments nearly missed the list entirely.
January 8 -
It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.
January 8 -
From closed-end funds to Reg BI, here's what could be playing out this year.
January 7 -
The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7 -
ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.
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