ETFs

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.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

Salt Financial plans to spend as much as $50,000 to woo buyers into its new low-volatility stock fund.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.

Although it undercuts 2,000 existing U.S. products, some analysts say the price still isn’t low enough.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.