Mutual funds

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

Demand has increased as investors seek alternatives to more than $10 trillion of debt globally that’s yielding less than zero.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

Paul T. Lebel excessively traded shares that carried large front-end loads and "willfully disregarded the customers' interest," the agency said.

Clients may be less anxious if they know their portfolios include funds built for stability.

Many ETFs will avoid some aspects of sweeping new U.S. regulations meant to ensure that asset managers can easily meet investors’ redemption demands.

The challenges that asset managers face: rising regulatory costs and growing pressure on fees from cheaper competitors.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.