Investment funds

The proliferation of asset management firms and the growth of individual funds have forced managers to maintain too many positions and undermined returns said AllianceBernstein CEO Peter Kraus.

Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.

Eaton Vance added its name to the growing list of asset management giants buyinginto robo advice platforms, reinforcing the industry view that digital is a distribution channel for the future.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

BlackRock’s Larry Fink warns there will be a "massive shift" into passive investing amid consolidation in the asset management industry.

Quantum Advisors, which picks Indian stocks for Norway’s $860 billion wealth fund, says investors should stay away from index investing in Asia’s fourth-biggest market.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Up for vote at BlackRock’s May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.

A U.S. proposal could make it harder for Wall Street banks to compete for talent against asset managers.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?

State Street’s asset management unit said Nick Good and Rory Tobin will take over management of the firm’s global exchange-traded funds business.

Faced with negative interest rates in their own countries, foreign banks and pension funds are looking increasingly toward U.S. municipal bonds.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

These funds have the luxury of time to be more aggressive – which had the best five-year returns?

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Pimco's outflows continued, though at a slower pace, according to Allianz Chief Financial Officer Dieter Wemmer.

Which funds that are approaching their target year have had the best five-year returns?