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Many studies have shown that it's difficult for active managers to consistently outperform their benchmark indexes. Recent data from Morningstar on fund flows seems to show that investors are beginning to get that message.
October 8 -
Bill Grosss Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.
October 8 -
Bill Grosss Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.
October 8 -
Mohamed El-Erian, who quit Pacific Investment Management in January amid reports of clashes with Bill Gross, said he was surprised by the events surrounding the departure of the star bond manager last week.
October 3 -
Charles Schwab removed Pacific Investment Management from its target-date retirement funds after the departure of Pimco co-founder Bill Gross.
October 3 -
Before advisors recommend the increasingly popular hedged investment strategy, they better know the basics.
October 1 -
Recent mutual fund flows suggest more advisors are going across the pond when constructing their client portfolios.
September 30 -
Morningstar Inc. cut the rating of Pacific Investment Management Co.s Total Return Fund, the worlds largest bond fund, to bronze from gold after co-founder Bill Grosss exit.
September 30 -
An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.
September 23 -
Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.
September 22 -
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.
September 18 -
In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.
September 15 -
Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.
September 3 -
Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?
September 2 -
Clients often place too much importance on high performance and not enough on consistent returns.
September 2 -
Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.
August 31 -
When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Streets advice seriously.
August 25 -
Vietnams First Domestic ETF Offering Doubles Fundraising Target
August 25 -
Investors have returned to equity funds now that the financial meltdown is a distant memory.
August 21 -
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market
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