Portfolio management

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

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.

As more active strategies embrace the exchange-traded model, the landscape may be shifting.

Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

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.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.

The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.

Still, clients continue to invest their assets into the industry’s cheapest funds and are saving billions as a result.

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.

As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.

The firm's new suite of eight low-cost ETFs include two funds that are no-fee.

The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.

The products will have the same management and research teams as the firm's similarly named mutual funds.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.