Investment funds

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

A 20% gain sounds good, until you find out the category returned 30%.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

The closure could signal that remaining retail players are short on patience for neutered products.

Data reported by the Investment Company Institute.

Passive funds attracted new cash even if their returns were negative.

Muted core inflation increases and relentless haven flows have kept a lid on longer-dated developed-market yields.

The asset manager's flows are down 42% year-over-year. The industry: 50%.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.

Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”

The funds, which account for roughly 1% of the $3.5 trillion of assets in ETPs, “pose real risks to American families.”

If approved, the funds will exclude investments in alcohol, tobacco, weapons, fossil fuels and nuclear power.

The framework targets so-called plain vanilla funds, yet leaves in place a more laborious path for firms wishing to list complex products.

Volatility has returned in 2018, while easy stock gains have vanished.

The banker was accused of directing a scheme that tacked hidden fees onto billions of dollars’ worth of trades by sovereign funds and other investors.

Scrutinizing recent performance isn’t a recipe for long-term investment success.