Portfolio management

More fund managers are entering the exchange-traded sector. Investors are following.

As the value of bitcoin and other crypto assets rises, more of the world’s billionaires will trace their wealth to crypto, writes economist Tyer Cowen.

The asset manager said it's particularly interested in how firms are behaving in the communities in which they operate, be it locally or via their supply chains.

Here are the industry’s top 20, which brought in more than $700 billion in assets.

With markets and cryptos close to all-time highs, the next generation is increasingly exploring the nascent medium of art attached to non-fungible tokens.

Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.

The benefits of traditional fixed income are diminishing with today’s low interest rate environment, but alternative investments can help solve the portfolio-allocation problem.

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

ARKK, along with other funds in her lineup, is in the green after logging its longest stretch of losses since the COVID 19-spurred meltdown last year.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.

Financial firms globally have raised about $25.5 billion of sustainable-linked debt this year, according to data compiled by Bloomberg.

Funds at the top have notched triple digit returns in the last year.

Companies with a high level of intellectual capital tend to be less cyclical and that capital -- patents, trademarks, ideas -- gives them a bigger moat to defend against competitors.

Lenders have issued about 50 structured products tied to Ark’s ETFs in the past three months, according to SEC filings.