Investment funds

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

Few clients think to look at the impact of capital gains on their mutual funds.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

The ETF’s debut marks the first big entrant into the zero-cost space with the potential to shake up products from BlackRock, State Street and Vanguard.

Mutual funds and ETFs are often created with lopsided or unequal allocations toward certain sectors of the economy, experts warn.

Managers who are can differentiate with solid ESG credentials stand to prosper, especially as a younger generation begins saving for investment.

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

Boyle held a variety of roles in his 15-year career with Steve Cohen, starting as director of research and head of equities at SAC Capital Advisors.

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

The bloodbath in risk assets has intensified on deepening concerns about the economic fallout from the spread of the coronavirus.

The company announced that it’s expanding its iShares iBonds suite with term Treasury ETFs that range from 2021 to 2029.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.

The 20 top-performers are largely comprised of low-cost tech offerings.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.