Passive management

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.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.

In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.

The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

The firm is adjusting to more investors opting for low-cost funds over active management.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.