Investments

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

"We seek to finance the government at the least possible cost to taxpayers over time," said Treasury Secretary Steven Mnuchin.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

The SEC examined approximately 2,180 RIAs in 2019.

Nearly all of the fixed-income funds held short term debt.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG 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.