Passively managed products

Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.

Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.

Data reported by the Investment Company Institute.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.

Assets topped $6 trillion as investors continue to move money into passively managed funds.

The new data will allow retail investors to better compare active and passive funds.

The firm reported $33.9 billion in redemptions from active funds over the last year.

Investors in higher-beta credit funds are shunning longer-duration debt following recent equity turmoil.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.