Passive management

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.