Investment funds

Do-it-yourself-minded investors have never had more places to put their savings, writes Bloomberg’s Nir Kaissar.

The Managed Funds Association urged the agency to do more analysis before moving forward.

The world’s largest debt market may not be as sleepy as it seems.

In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.

“It’s not just a shiny object, it’s really about content,” the firm’s head of ETFs and indexed strategies said.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.

“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

The decisions entrench a prolonged decline for prime funds, and could hurt a market that thousands of companies rely on for funding.

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

Waiting until year end to factor in portfolio volatility is risky business.

After an SEC lawsuit, Dan Kamensky now faces criminal charges including securities fraud, extortion and obstruction of justice.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

Some of the biggest laggards have managed short-term gains of more than 40%.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.