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.

Dec. 18: The proposed active offerings are set to debut in February.

Rising technology costs and increased fee pressure are working against the industry, research shows.

Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

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

Unlike humans, the technology is not able to explain why it made a particular decision.

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

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

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