Investment funds

The pool of money will primarily buy investments from so-called side pockets of illiquid stocks created before 2008.

The difference between 0.03% and zero will prove to be bigger than three basis points.

A younger cadre of managers led by new President Jonathan Gray is moving up.

The biggest losers so far? High yield bond and large value products.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.

The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.

Expected to raise $1 billion, the listing could encourage new offerings from many of the country’s cash-starved property firms.

The firm aims to target affluent mainland investors for the first time, while making it free of various offshore investment restrictions.

A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.

Some funds that were in the black still turned in a poor performance — it’s all relative.

Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.

Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.

Inflows have slowed? Actively managed funds would like to have that problem.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

A 20% gain sounds good, until you find out the category returned 30%.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

The closure could signal that remaining retail players are short on patience for neutered products.