-
Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.
May 28 -
After his record $2.3 billion purchase of the Carolina Panthers, some clients became concerned the demands of owning an NFL team might be too distracting.
May 23 -
The billions of dollars that have flooded the state and local debt market this year have only heightened the craving.
May 22 -
The top 20 collected nearly $1 trillion in combined assets.
May 21 -
Nearly all posted losses over the last year.
May 15 -
Most Capital Group portfolio managers have at least $1 million of their own money in their funds.
May 15 -
More money has been pulled from hedge funds than added over the past four quarters, while ETFs reeled in $312 billion last year.
May 14 -
An AQR executive just sketched a blueprint for traders seeking to hitch a high-octane ride on the global credit cycle.
May 14 -
They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.
May 10 -
CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.
May 9
Wealth Logic -
Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.
May 9
Wealth Logic -
Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.
May 9 -
These double-digit returns came at a price lower than the rest of the sector.
May 8 -
Asset managers are seeking alternatives to standard mutual fund products.
May 6 -
Clients are paying about half as much to own funds as they were 20 years ago.
May 6 -
Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.
May 6 -
The hiring will “reflect the changing nature of fund management,” a company spokeswoman said.
May 2 -
The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.
May 1 -
-













