Investment funds

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

The Wall Street regulator's sweeping proposal would affect everything from brokerage fees to how stock prices are quoted.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

The case shines light on the risks of betting against a company's stock when merger or privatization deals are afoot.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

Judges question how a spot market for crypto asset would differ from already approved futures market.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

Competitors are angling to create exchange-traded funds as a share class of their U.S. mutual funds — A Vanguard hallmark.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

The firm is still struggling to make sure investors can get their money out of its $69 billion crown jewel investment fund.

Despite a down 2022, these funds were the best over the last decade.

Forget high-yield savings accounts (if you can find them). Money-market funds are having a moment.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

The push to regulate non-traded REITs lurks behind new concerns about liquidity.