Passive management

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

The bank has deviated from its guiding philosophy after making tactical sales of stocks perceived as being on the front lines of the tariff bombast.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

Mark Mobius will step down after more than three decades with the firm.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

These three bellwethers offer insight into the forces that will shape the investing landscape in the decade to come.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.

The asset manager’s institutional assets have grown in each of the past five years, increasing about 45% since 2011.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

Most of the firm’s reticence has come down to a marketing debate.

There is something to be said for active managers in the age of Trump.

USAA Capital held over $513 million in market value of the Wall Street giant’s large-cap, emerging market and international ActiveBeta funds.

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

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.