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Factor-based approaches to index investing have won heaps of investment. Can it last?
December 5 -
The seven funds are expected to begin trading in the first quarter.
November 28 -
A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.
October 16 -
These all-weather investments could be just the ticket for clients.
October 13 -
Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.
October 6 -
Most of the firm’s reticence has come down to a marketing debate.
September 29 -
The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.
September 25 -
Above all others, millennials are likely to include the funds in their portfolios, Schwab says.
September 19 -
To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.
September 18 -
Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.
September 13 -
The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.
September 12 -
In addition to launching new smart beta funds, the firm may look to expand into “a whole host of different asset classes,” according to one executive.
August 30 -
New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.
August 11 -
The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.
August 9 -
The firm said they now have lower net expenses than comparable offerings at Vanguard.
August 4 -
Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.
July 13Ritholtz Wealth Management -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12 -
The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7 -
The issue comes to down whether the strategy is good at picking stocks primed to rise.
June 27 -
Many new products are great for the industry and not so great for our clients.
June 26
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