Portfolio construction

With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.

Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.

The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.

The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.

The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.