Investments

Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

The central bank plans to make both outright purchases of corporate bonds as well as funds potentially invested in sub-investment grade debt.

The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

One French trade group reports that the country’s managers reduced research budgets by as much as 75% between 2017 and 2019.

Fixed-income ETFs — for the most part — passed their first big test, but it was a roller-coaster ride along the way.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

For better or worse, investors have mostly turned around the fortunes of risky assets entirely on their own.

Withdrawals this year have equaled almost half of last year’s inflows, leaving Pimco with net outflows of $46.8 billion in the first quarter.

“This is all about having the flexibility and having multiple options for our investors,” says GSAM’s head of ETF strategy.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.

Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.

“The world has become more digital, less global and more local,” says Amy Lo, co-head of the firm’s Asia Pacific wealth division.

Economic damage wrought by the coronavirus has not stopped investors from piling into the companies able to churn out profits in the stay-at-home world.

The purchase comes as active asset managers feel intensifying pressure to bulk up as they face stiff competition from passive and index-tracking funds.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.