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Passive funds see big inflows in April

May 26, 2016

Assets in exchange-traded funds grew 1.7% in April to $2.2 trillion, but investors continue to hate stocks: April's big winners were bonds. Cerulli Associates estimates that investors poured $3.1 billion to bond ETFs in April and yanked a net...

Bond ETFs brace for a June rate hike

May 24, 2016

Interest rates are still a long way from anything that could be considered normal, but with the Fed teasing out a rate hike next month there's reason to be mindful of certain bond portfolios. You don't have to banish bond ETFs. The millennials...

DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

May 16, 2016

The DOL fiduciary rule is throwing a wrench into the robo-advice efforts at BlackRock and Schwab. Some robo advisers may need to substantially change their business practices and how they operate. Jim Cramer, the TV personality known for rolling...

Gender diversity becomes an investment strategy

May 4, 2016

Gender diversity becomes a hot ticket in the ETF space. In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index. The Bloomberg index, which is not yet...

Bond funds get a pass in active-management debate

May 4, 2016

In the constant banter over active-versus-passive management, fixed income is often overlooked, which could be a mistake. Any quick scan of the financial advice community will typically produce a raft of blunt sentiments on the downside of actively...

Voting with their feet, investors show fund companies how they feel about high fees

May 3, 2016

The message is being put out loud and clear, investors want lower-cost investment products. The asset managers that get the message get the money. Big investors say the 2-and-20 hedge fund fee structure is living on borrowed time. “We already...

The active management edge is found furthest from the benchmark

April 21, 2016

The decade-long run of money moving out of actively managed mutual funds in favor of passive indexes and exchange-traded products speaks volumes about investors' palate for active management these days. Clearly, the bull market has not been...

Two types of investors are driving the stock market rally

April 20, 2016

With U.S. stocks up some 15% from their Feb. 11 low, some are wondering what's driving the market. Analysts say it's simple: many investors fear missing out, while others see no alternatives to stocks. The IMF just shaved its 2016-17 growth...

Horizon Investments' Greg Valliere bemoans election tone, economic growth

April 19, 2016

As election years go, Greg Valliere, chief global strategist for Horizon Investments, called the current one the “nastiest” and “most unserious” he has ever seen. “I've never seen anything like this in my life,” he said Monday in...

Increased SEC scrutiny may be making ETF providers uncomfortable

April 17, 2016

The Securities and Exchange Commission has its eye on the exchange-traded fund industry, and that increased scrutiny may be making ETF providers uncomfortable. The SEC is concerned about three areas: trading during exceptionally volatile periods,...

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

April 15, 2016

Investors poured an estimated $31.9 billion into bond funds in March, and investment advisers did much of the pouring. The inflow to bond funds was the most since January 2013, when bond funds saw a net $32.6 billion come in, says Morningstar,...

Pimco's active BOND ETF being left in the dust

April 14, 2016

Pimco's much-celebrated Total Return Active ETF (BOND) is being ignored by investors who are opting for better-positioned rival products. It wasn't supposed to be this way. The fund's first-quarter net withdrawals topped $37 million, while the...

New offering will test frozen IPO market

April 14, 2016

The financial markets are closely watching the initial public stock offering by Bats Global Markets, which is being described as the ice-breaker in an IPO market that has been virtually frozen solid this year. The stock exchange operator, which...

We're just four years from ETFs overtaking mutual funds

April 12, 2016

Meb Faber says ETFs will replace mutual funds, but before that they have to navigate their way onto retirement plan menus. Within four years, ETFs will have more assets than mutual funds. Goldman Sachs ponies up $5B to settle federal and state...

Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

April 12, 2016

As mutual fund companies continue to ponder the effects of the Department of Labor's fiduciary rule, Wall Street is weighing in as well. The early results aren't favoring broker-sold fund companies. Even though there have only been four full...

Investors flee actively managed funds for ETFs

April 12, 2016

Investors are dropping actively managed funds — and investment advisers have a big hand in that. Investors have sold a net $259 billion in actively managed stock funds the past 12 months, according to Morningstar, the Chicago investment trackers....

Fidelity research highlights the active-management edge

March 24, 2016

Actively managed fund complexes are sparing no effort to remind investors and financial advisers that, despite the headlines, all actively managed mutual funds are not being crushed by indexed strategies. Fidelity Investments this week updated...

Low expenses the biggest trend in the fund industry, experts say

March 22, 2016

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses. Speaking at the 2016 Thomson Reuters Lipper Alpha Forum Tuesday in New York, a panel of three industry experts...

American Funds says low fees, manager ownership can save actively managed funds

March 18, 2016

As the decade-long trend continues of investors pulling money out of actively managed funds in favor of cheaper indexed strategies, American Funds is coming forward with a not-so-subtle reminder that active management still has a place in most...

Vanguard raises some expense ratios

March 17, 2016

Mutual fund expense ratios can go up and down — even at Vanguard Group Inc. The company has raised expense ratios on 52 funds in the past six months, although they're still lower than an ant's shoelaces. “With the release of its December...

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