Liquidity

A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.

Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.

There is growing disquiet among those who run and invest in the products about potential problems that might be caused by rate cuts from the Fed.

More than 25% of the products were sold with shorter or static maturities in the first quarter, compared with only 10% for the same period last year.

Players on both sides of the fence are being forced to rethink past practices.

Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.

The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.

Fear of a liquidity plunge outweighed political risks in a recent JPMorgan survey.

The fund aims to give investors exposure to the most liquid and high-quality bonds issued by companies in the S&P 500.

Portfolios will be selected based on machine learning and natural-language processing.

Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.

The products exceeded their previous monthly flows record by nearly 30%.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

Liquidity and valuation are the regulator’s key areas of concern.

More than 15 similar products have been proposed since 2013. Some applications were withdrawn. Others are in purgatory.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

The strategy could provide lifelong cash flow by trimming longevity risk.

Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.