Investments

“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.

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

The alternative asset manager said it has $77 billion in cash, securities and other available capital, including uncalled capital commitments from clients.

It’s enough to frustrate star traders, leaving them vulnerable to poaching by hedge funds willing to pay more.

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.

If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.

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.

The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.

The firm has struggled to make money this year amid the market volatility sparked by the COVID-19 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 pandemic and work-from-home arrangements are probably spurring larger budgets.

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 funds have recorded $248 billion in net inflows in 2020, up about 5% from this time last year.

The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.

The scant personal details that do surface depict a clan allergic to the limelight, scornful of excess and almost comically unpretentious.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The change bars money managers from using some types of business entities to take advantage of an exemption to rules laid out in the 2017 tax law.

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

A combination of GLD’s higher fees and an almost relentless demand for the yellow metal have catapulted it from fourth on the revenue leader board in 2017.