Investment strategies

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.

An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.

At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

There has been increased demand for havens amid a resurgence in coronavirus cases, flaring political tensions and a weaker dollar.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.

Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.

The manager is still recovering from losses that started in 2015, when his main fund fell 20%, and deepened with a record 34% decline three years later.