Investment strategies

“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.

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.