Investment funds

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

Data reported by the Investment Company Institute.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

The last time the industry’s largest ETF experienced redemptions close to this pace was before the financial crisis.

Credit Suisse said it will liquidate an ETP, effectively wiping out a fund whose market value topped $2 billion just three weeks ago.

The major indexes are now down for the year.

The products exceeded their previous monthly flows record by nearly 30%.

Investors are increasingly focused on fees, and the problem for Wall Street is that there’s nothing it can do that Vanguard can’t do more cheaply.

Investors pocketed some of the profits from a four-week rally that greeted 2018.

The strategy draws investor interest again, mostly on the strength of fixed income.

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.