-
The firm has shed fund holdings in defensive sectors such as health care and consumer staples.
July 11 -
The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.
July 10 -
Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.
July 10 -
For clients’ portfolios that need international diversity, these funds focus on the region.
July 9 -
The math wizards of the investment world are hoping to disrupt the established giants of the trillion-dollar credit market.
July 9 -
Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.
July 9 -
New products give institutional investors a fresh way to exploit the rise of machines.
July 8 -
An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.
July 3 -
Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.
July 2 -
Defined-maturity funds offer traditional fixed-income interest payments.
July 1 -
Investors plowed into bullion-backed funds after the U.S. and China reached a truce in their trade war.
July 1 -
Eight of the top 10 have less than $100 million in assets.
June 27 -
Markets have been whipsawed by mounting concern over softer economic data and President Trump’s trade wars with major partners.
June 26 -
Bullion gains have intensified amid signs that the Fed and other central banks are turning more dovish on monetary policy.
June 24 -
The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.
June 17 -
Under new leadership, the firm’s iShares unit intends to create funds that it says go beyond traditional sectors and geographic focuses.
June 14 -
Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.
June 13
-
Advisors will find the lowest, near-zero fund. Do they read the fine print?
June 13
SEI Adviser Network -
The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.
June 13 -
Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.
June 12

















