Investment funds

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.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Macro funds, which invest in broad global trends, had the biggest disparity.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The SEC examined approximately 2,180 RIAs in 2019.

Nearly all of the fixed-income funds held short term debt.

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.