Investment funds

Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.

The founder of the JLL Income Property Trust non-traded REIT thinks real estate deserves a place on advisors' list of alternative investments.

Consumer advocates cheered the outcome of the case and the regulator's enforcement push in recent years. Commonwealth's case is still pending.

Shareholder documents, now at least hundreds of page long, will have to limit themselves to portfolio, performance and expense information.

In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

The sustainable investing industry sees state policies as the biggest threat to investing that's meant to further environmental, social and governance goals.

'Dilbert' creator Scott Adams recently compared ESG to a "colicky" baby with "firehouse diarrhea."

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Join Peter O'Neill, Director and Senior Fixed Income Portfolio Manager, at Bank of America, and Blake Lynch, Head of Business Development, IMTC, as they discuss the role of separately managed accounts in the muni market with The Bond Buyer's Lynne Funk.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.