Mutual funds

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

The company announced that it’s expanding its iShares iBonds suite with term Treasury ETFs that range from 2021 to 2029.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

After years of internal deliberations, Vanguard has decided to open its very first private-equity fund.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Data reported by the Investment Company Institute.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

Make sure not to confuse it with the SEC’s self-reporting program.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The SEC examined approximately 2,180 RIAs in 2019.

Nearly all of the fixed-income funds held short term debt.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.