Results for "mutual funds & ETFs"

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BlackRock turns to robos to drive latest push into active ETFs

March 23, 2018

BlackRock Inc., the world's largest asset manager, which has a multitrillion-dollar kingdom of passively managed portfolios, is turning to robots to drive its latest push into active exchange-traded funds. The firm is starting a suite of ETFs...

Fidelity maintains target-date volume; Vanguard comes out on top

March 22, 2018

Fidelity Investments remains the second-largest target-date fund provider, despite experiencing a total of $20 billion in outflows between the start of 2012 and the end of February. The company did have net inflows of $3.1 billion in 2017 after...

David Herro on the best opportunities in international investing

March 22, 2018

David Herro, chief investment officer for international equities at Harris Associates, has been a manager of the $47 billion Oakmark International fund (OAKIX) since 1992. He won Morningstar's International Stock Fund Manager of the Year in...

F-Squared's former president ordered to pay $12.4 million over false statements

March 21, 2018

A federal judge in Boston has ruled that the former head of what was once the largest ETF portfolio management firm must pay more than $12.4 million for lying to investors. In October, Howard Present, former chief executive of F-Squared Investments,...

Dividend ETF sees 27th week of inflows

March 20, 2018

Investors continue to bet that interest rates won't shoot through the psychological 3% barrier. One sign: their long-running love affair with a dividend-focused equity exchange-traded fund. The Schwab U.S. Dividend Equity ETF (SCHD) took in...

ETF outflows show growing distaste for U.S. dollar

March 20, 2018

Here's one sign that investors remain hostile to the dollar: Buyers of U.S.-listed funds are rushing into European and Japanese stocks without currency protection. Money managers have pulled $2.1 billion from the WisdomTree Japan Hedged Equity...

Lawsuit over exchange-traded note shows peril in democratized investing

March 19, 2018

XIV, the now infamous exchange-traded note that imploded last month, is dead and buried. But its legacy lives on in the court system. Credit Suisse Group, which issued the derivative-based product, was sued this week by an investor accusing...

Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

Stock funds and ETFs saw record inflows in latest week

March 16, 2018

Investors poured more money into U.S. stocks in the latest week than at any time since Bank of America Merrill Lynch started keeping records in 2002. A record $43.4 billion flooded into U.S. stocks in the week ended Wednesday, bringing the total...

ETF tracking broker-dealers and exchanges rakes in cash

March 14, 2018

As investors grow increasingly bullish on financial stocks, they're flocking to an exchange-traded fund that tracks a specific niche. The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) has taken in more than $70 million over the...

UBS plans to cut 840 funds from its platform

March 14, 2018

Following an emerging pattern among wirehouses, UBS Wealth Management plans to trim the number of mutual funds listed on the platform advisers use to select investments for clients. The move, described by UBS sources familiar with the strategy...

BlackRock's lowest-cost ETFs win almost half of U.S. inflows

March 13, 2018

A whopping 44% of all flows into U.S.-listed ETFs this year has gone to four low-cost funds from BlackRock Inc. At the top is the iShares Core MSCI EAFE ETF (IEFA), which has taken in $13.7 billion since Jan. 1, according to data compiled by...

Emerging market funds are powered by tech stocks

March 13, 2018

If you notice that your car is going 115 miles on the highway, instead of the usual 53, you might be tempted to look under the hood to see if someone dropped a Maserati engine in while you weren't looking. And if your client's emerging market...

How advisers can hold on to their clients despite Vanguard's broadening reach

March 13, 2018

During a February speech, Vanguard CEO Tim Buckley said 58% of most advisers' work could eventually be done by computers. This would force a significant change in pricing for most in the industry. Shortly thereafter, Vanguard announced it would...

Top tech-tracking ETF attracts $616 million in one day

March 9, 2018

The tech bet is back. At least that seems to be the case for buyers of exchange-traded funds. Investors just poured heaps of cash into the $21 billion Technology Select Sector SPDR Fund, the largest ETF globally tracking stocks of technology...

Vanguard crushed active investing. Now it could save it

March 9, 2018

Indexing pioneer Vanguard Group may be stock pickers' last hope. Investors are increasingly turning their stock picking over to computers. So-called smart beta exchange-traded funds track indexes that replicate traditional styles of active management,...

Gender of fund manager makes no difference in performance, Morningstar says

March 8, 2018

In "My Fair Lady," Prof. Henry Higgins famously turns to song to ask, "Why can't a woman be more like a man?" Using its vast troves of data, Morningstar Inc. has answered that question — at least as far as fund manager performance is concerned...

Trump tariffs might not mean much for portfolios now

March 7, 2018

The stock market had a tariff tantrum last week in the wake of President Donald J. Trump's announcement of new tariffs on imported steel and aluminum. The tantrum resumed Wednesday after the resignation of Gary Cohn, the president's chief economic...

Fidelity names two execs to head $1 trillion equity division

March 6, 2018

Fidelity Investments has named Tim Cohen and Pam Holding to run its nearly $1 trillion equity division, replacing Brian Hogan, who moved to a different unit in January. The move fuels the rumors that Fidelity is moving toward a more team-based...

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