Investment funds

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.

USAA Capital held over $513 million in market value of the Wall Street giant’s large-cap, emerging market and international ActiveBeta funds.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

Certain laws may require them to maintain the coverage with their former spouse.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

Payouts from advisory firms have reached nearly $80 million as the regulator targets excess fees.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

No performance chasers here; these investors buy on the downside.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.