Investment funds

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.

Data reported by the Investment Company Institute.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

The firm didn't disclose its conflicts of interest in receiving over $100 million in revenue sharing from mutual funds over nearly five years, the SEC says.

Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.

Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

On the surface, ETFs seem like a natural fit for ESG investors, but there’s an key difference between the two.

While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

With markets near certain that the Fed will lower rates this month, debate has shifted to the size of the cut and its impact.

Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

The decision marks a shift for firm, which has largely ridden its equity-fund offerings.

Expense ratios associated with the new products range from 0.05% to 0.07%.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.