Investment strategies

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.

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.