Investment strategies

In the early part of the last decade, critics’ angst focused on how dark pools were siphoning business from Wall Street. Then came the pandemic.

The fund is joining a minority group in the $5.9 trillion ETF universe.

Financial firms globally have raised about $25.5 billion of sustainable-linked debt this year, according to data compiled by Bloomberg.

Funds at the top have notched triple digit returns in the last year.

Companies with a high level of intellectual capital tend to be less cyclical and that capital -- patents, trademarks, ideas -- gives them a bigger moat to defend against competitors.

Sustainable funds in the U.S. attracted $51.2 billion in 2020, more than double the previous calendar-year record.

Approval for similar access at competitors such as Schwab and Morgan Stanley’s E-Trade can take days.

Growth, quality and low-volatility stock funds had one of their worst months of flows on record, while those tracking value had one of their best.

Funds focused on ESG factors added a record $6.2 billion in January amid the increasing odds that Biden’s energy policies will be enacted.

Keep an eye on Asia, longer lifespans, the digital world, and green tech, writes Ida Liu, head of Citi Private Bank, North America.

“This looks like pockets of frothiness, some irrationality undoubtedly, some nonsense undoubtedly," said BlackRock Vice Chairman Philipp Hildebrand.

The skewed allocations “may significantly change fund performance and use case suitability until rebalance dates,” analysts say.

The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

The explosive growth in retail day-trading, powered by platforms like Robinhood and forums like wallstreetbets, has turned the old order on its head.

A hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

The fund has returned about 42% since its April 7 launch compared to an 8.9% gain for its benchmark over the same period.

The top 20 carried an average expense ratio of more than three times the broader industry.

The new fund, expected to begin trading next quarter, will carry an expense ratio of less than half the new actively managed offering.