Investments

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

MFA hired a former George W. Bush administration staffer to bolster its lobbying presence ahead of what promises to be a turbulent political year.

The agency recently estimated a gap of $381 billion in unpaid tax from 2011-‘13, which equates to roughly 14.2% never being submitted.

It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.

The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.

In what was a stellar year for corporates, governments nearly missed the list entirely.

About $2 billion of assets will be available to the company’s retail clients.

It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.

From closed-end funds to Reg BI, here's what could be playing out this year.

The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.

The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.

Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.