ETFs

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Fund companies could launch a new type of product that does not have to reveal its assets.

The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing.

The average expense ratio among the top-performers is 40 basis points higher than the average.

Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.

Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.

Part of the risk in any pivot to private equity is whether it would be essentially pawning what has been until recently a diamond of a business model.

Name changes are coming to 94 of the firm’s long-term mutual funds.

Data reported by the Investment Company Institute.

Direxion’s Rob Nestor and David Mazza weigh in on hiring and compensation strategies, ETF space developments and the rise of robos.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.

While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

The products have already attracted $1.3 billion in new assets this year, more than half what they took in during 2018.

The sector has seen an inflow surge in recent months as Treasury yields continue to fall.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.