Markets and indexes

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.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.