Investment funds

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.

Officials say the additional information would help agencies gain a better understanding of the industry's potential as a source of systemic risk.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

The change from “impact” to “ESG” to “sustainable,” brought in millions at a time in which investors are skeptical about a fund's do-good claims.

BlackRock's Head of Municipals Peter Hayes lays out the muni landscape for the rest of the year, highlighting opportunities for the asset class after the severe volatility so far in 2022.

Capital gains distributions running to the hundreds of thousands of dollars hit certain clients with painful payments due to the firm's flub, a regulator says.

A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.

Wall Street's most complex derivatives are getting a green label. What could go wrong?

Sustainability benchmarks are taking over companies and funds that hold their stock. It's how an Hermès Birkin bag can get tagged as good for democracy.