Fund performance

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

Nearly all of the fixed-income funds held short term debt.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.

The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.

In what was a stellar year for corporates, governments nearly missed the list entirely.

It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.