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As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.
June 12
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While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisition
June 10
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"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.
June 10
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Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.
June 5
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It’s the regulator’s largest restitution order this year.
June 4
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The decade’s top performers also outpaced broader markets over the short term.
June 3
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Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3
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Don’t expect significant changes anytime soon to longstanding complaints about conflicts of interest in the “issuer pay” model of the ratings business.
June 3
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The results were “not just predicated on expense ratios,” an expert says.
May 27
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As big banks adopt off-the-rack approaches to reopening skyscrapers to armies of employees, the asset management industry’s solutions are much more bespoke.
May 26
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“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.
May 20
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As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.
May 20
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Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.
May 19
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The central bank plans to make both outright purchases of corporate bonds as well as funds potentially invested in sub-investment grade debt.
May 14
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One French trade group reports that the country’s managers reduced research budgets by as much as 75% between 2017 and 2019.
May 14
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Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.
May 8
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The purchase comes as active asset managers feel intensifying pressure to bulk up as they face stiff competition from passive and index-tracking funds.
May 8
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The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.
May 7
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The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.
May 7
