Investment funds

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.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

MFA hired a former George W. Bush administration staffer to bolster its lobbying presence ahead of what promises to be a turbulent political year.

It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.

In what was a stellar year for corporates, governments nearly missed the list entirely.

About $2 billion of assets will be available to the company’s retail clients.

It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.

The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.

Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.

Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.

Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.