-
In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.September 25
-
Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.September 24
-
A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.September 23
-
The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.September 23
-
“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.September 22
-
The industry’s largest money manager experienced record inflows to sustainable products in the first six months of the year.September 17
-
“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.September 17
-
“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.September 15
-
A rising appetite for achieving specific investment objectives, such as sustainable investing, is the main driver behind the projected rise in their popularity.September 14
-
The pandemic has underscored the need for more socially and environmentally responsible financing.September 10
