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Asset managers are still guessing how clean shares will fare under the new regulation.
September 25 -
Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.
September 15 -
The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.
September 12 -
The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.
September 11 -
Advocates call for the commission to address investor confusion.
September 8 -
The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.
September 8 -
Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.
August 29 -
While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.
August 24 -
New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.
August 11 -
The firm said they now have lower net expenses than comparable offerings at Vanguard.
August 4 -
The firm has been building its passive business as investors dump active products.
July 31 -
Investors want more clarity and better options when it comes to fees.
July 28
Fidelity Clearing & Custody Solutions -
Energy was likely a “headwind,” analysts wrote.
July 21 -
In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.
July 17 -
Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.
July 14 -
Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.
July 14 -
Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.
June 7 -
Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.
March 2 -
The move comes after Vanguard, State Street and BlackRock lowered expense ratios.
February 28 -
The move is a plus for clients looking to tap into emerging markets stocks and equities in Europe after run-ups the past year.
February 27


















