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Helping other professional women learn how to network and connect is a personal mission of Marie E. Dzanis, the senior vice president, head of funds and intermediary distribution at Northern Trust Asset Management.
May 20 -
The SEC is set to propose a requirement that mutual fund companies report how vulnerable their bond portfolios are to interest-rate changes.
May 20 -
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.
May 19 -
Some of Kelley's biggest contributions have focused on clarifying fiduciary issues related to money markets, as she's been a vocal proponent of ensuring that money market funds remain investment options for institutional and retail investors.
May 19 -
The president and CEO of Charles Schwab Investment Management, Marie Chandoha has focused on lowering costs of funds, helping Schwab reduce the operating expense ratios on its market-cap ETFs by 0.07%.
May 19 -
Blake oversees a team of 60 portfolio managers globally, and more than 1,800 portfolios with assets in excess of $1.5 trillion across all equity index and advanced beta strategies.
May 19 -
This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.
May 18 -
There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.
May 18 -
Virginie Maisonneuve, chief investment officer for global equities at Pimco, will be leaving after helping shutter three active stock strategies at the firm.
May 14 -
Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm.
May 14 -
Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and peer success doing so.
May 14 -
With supply at multi-decade lows, investors are signaling alarm as regulations intended to shore up banks and prevent a run on money-market funds exacerbate the T-bill shortfall.
May 14 -
In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.
May 13 -
ETFs are growing at such a clip that their assets are poised to overtake those of hedge funds.
May 13 -
Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so.
May 12 -
Vanguard, BlackRock executives argue that regulators considering bank-like oversight of mutual funds are misreading the industry and inviting unintended consequences.
May 12 -
The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune.
May 12 -
Vanguard's quiet ascension, adds Jeff Tjornehoj, head of Americas research for Lipper, is not all due to Pimco's management woes.
May 11 -
The SEC has named David Grim to lead the agencys effort to tighten mutual-fund rules.
May 11 -
The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing.
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