Investment strategies

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

JPST, which tracks investment-grade securities maturing in a year or less, has attracted over $3.7 billion in flows this year.

Hundreds of strategies that outperformed in backtesting are failing to live up to their hype once they are packaged up and sold as ETFs, a study finds.

Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Some of the biggest laggards have managed short-term gains of more than 40%.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

A range of factors have been cited for the clean-tech rally, including maturing wind and solar industries after a collapse in oil prices earlier this year.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.

“How many minority-owned ETFs do you know?” an advisor asks.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.

While Guinness Atkinson pursues the first full mutual fund-to-ETF conversion, similar moves have begun elsewhere in the fund industry.

The fund industry's latest arrivals underline the seismic shifts underway in the business of asset management.

Ben Meng’s downfall raises questions about who would succeed him in a job that attracts so much unwelcome attention, not to mention navigate a pandemic.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

The framework provides asset managers with a set of recommended actions, metrics and methodologies to help them meet the “net-zero emissions” goal by 2050.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

Despite growing to about $1.1 trillion in AUM, senior executives made a series of bets to keep pace in a changing industry that have yet to pay off.