Investment funds

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

For clients looking for investment income, these funds excelled in the first half of 2017.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

Energy was likely a “headwind,” analysts wrote.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

Data reported by the Investment Company Institute.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

Large, active hedge funds shorted Comex futures because of the risk of higher U.S. interest rates, driving down prices of the metal, an analyst says.

Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.

The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.