Investment funds

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.

Just 15% have incorporated ESG in their strategies, according to a report.

They’re more expensive than their passive peers. But did they beat their benchmarks?

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

The firm is testing a new robot designed to execute corporate-bond trades directly with bots at dealer counterparties.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

Data reported by the Investment Company Institute.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

Buyers yanked $2.9 billion from the sector in the final days of January, nearly wiping out gains so far this year, data show.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.

Make sure not to confuse it with the SEC’s self-reporting program.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.

The FTC wants buyers and sellers to identify their largest shareholders, the extent of their influence and any communications they’ve had, sources say.

The promotions positions Jim’s son Nathaniel Simons to assume his father’s role as chairman under a succession plan that began about a decade ago.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.