Mutual funds

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Distributors on the continent are already signaling that they’ll offer a narrower range of funds as a result of MiFID II rules.

She joined Hennessy Funds as a receptionist nearly 28 years ago. Today Nilsen is chief financial officer and chief operating officer of the firm.

Since taking over as chief investment officer in 2011, she has worked to advance Palmer Square’s risk management, marketing, technology and operations.

A boost in retail enthusiasm at home amid waning international demand has allowed continued tightening of investment grade credit spreads.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

These 10 leaders transformed their organizations to face the fund industry's biggest challenges.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.