Investment funds

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.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

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.

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?