Mutual funds

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Data reported by the Investment Company Institute.

Once the world’s largest, the mutual fund got its first monthly inflow in more than four years.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

Data reported by the Investment Company Institute.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

The change is attributed in part to the cost of managing dividends.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

Payouts from advisory firms have reached nearly $80 million as the regulator targets excess fees.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

No performance chasers here; these investors buy on the downside.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.