Investment funds

Her concentration in college was in nutrition, but after hearing clients discuss money management struggles, the CLS manager’s focus shifted.

The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Distributors on the continent are already signaling that they’ll offer a narrower range of funds as a result of MiFID II rules.

Assets invested in the $2.2 billion fund have jumped this year more than any U.S. product of its kind.

She joined Hennessy Funds as a receptionist nearly 28 years ago. Today Nilsen is chief financial officer and chief operating officer of the firm.

Having made partner at PwC in 2004, she credits her professional success to mentors and senior managers she worked with along the way.

Since taking over as chief investment officer in 2011, she has worked to advance Palmer Square’s risk management, marketing, technology and operations.

A boost in retail enthusiasm at home amid waning international demand has allowed continued tightening of investment grade credit spreads.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

These 10 leaders transformed their organizations to face the fund industry's biggest challenges.

The offering provides a new way of investing in cryptocurrency.

New positions were created in hedge funds, ETFs and structured product development in Europe the Middle East and Africa.

There are serious risks in banking on a small fund that's so heavily concentrated in a corner of China's tech sector.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

The company's market share has increased in recent years to 67%.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

JPMorgan Chase’s Seth Bernstein will take over from Peter Kraus as the firm's CEO.