Investment strategies

The firm is the latest in a line of big money managers making a late entry into the $5.6 trillion ETF market.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.

The average expense ratio for this group was more than 100 basis points.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

Complicating socially conscious investing is the fact the SEC doesn’t regulate how the category’s labeling is applied.

The firm expects to receive bids this month, according to a person familiar with the matter.

“These are tracking the industries that are supporting the economy and will continue in the post-pandemic world,” an expert says.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

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.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

A rising appetite for achieving specific investment objectives, such as sustainable investing, is the main driver behind the projected rise in their popularity.

The pandemic has underscored the need for more socially and environmentally responsible financing.

“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.