Investment funds

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.

Investors are also increasingly skeptical of the claims by some sustainable investment funds.

The regulator gave the firm credit for “extraordinary cooperation” despite alleging that its system failed for six years to the tune of more than $13 million.

FPA members and XY Planning Network financial advisors share how they discuss fund yields with clients.

May's $2 billion in outflows is the largest cash pullback on record.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.

The size of their returns during the past decade belie their negative yields so far this year.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

It's the latest salvo against funds that don't live up to their green do-good claims.

Add war to inflation, the COVID-19 pandemic and other issues making 2022 a bumpy investment year.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.