Investment funds

All posted positive returns over five years, but active saw the largest outflows.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Have advisors learned nothing from the 2008 crash?

Data reported by the Investment Company Institute.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

SunTrust Investment Services collected more than $1.1 million in avoidable 12b-1 mutual fund fees from more than 4,500 accounts, the SEC charged.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Data reported by the Investment Company Institute.

Once the world’s largest, the mutual fund got its first monthly inflow in more than four years.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

Data reported by the Investment Company Institute.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

The change is attributed in part to the cost of managing dividends.