-
At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.
October 2 -
A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.
October 1 -
It's the latest move in the race to offer products at the lowest possible prices.
October 1 -
Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.
September 30 -
The regulator says it eliminated the need for providers to seek a special order from the agency before funds can be sold to investors.
September 26 -
Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.
September 26 -
Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.
September 25 -
The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.
September 24 -
The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.
September 20 -
The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.
September 19 -
To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.
September 18 -
Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.
September 17 -
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.
September 16 -
It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.
September 13 -
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.
September 12 -
Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.
September 11 -
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.
September 11 -
Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.
September 8 -
Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.
September 5 -
When pitted against the broader market, the top 20 outperformed both the Dow and S&P 500 by more than 5 percentage points.
September 4



















