Results for "managed accounts"

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Active ETFs are ripe for transparent, low-cost strategies

August 22, 2017

Over the last decade, active U.S. large cap strategies with lower turnover and greater concentration have delivered solid performance, better down-market capture and higher Sharpe ratios than more diversified, higher turnover active strategies.*...

S&P: Managers still faring miserably vs. indexes

August 9, 2017

Stop us if you've heard this before, but active money managers are really bad at beating their benchmark indexes. A new report from S&P Dow Jones Indices shows that most managers in nearly every domestic equity category underperformed their...

Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

July 18, 2017

For 401(k) advisers, managed accounts are a tough nut to crack. On one hand, many advisers believe managed accounts will compete with target date funds as the most popular type of default investment option in 401(k) plans as soon as they become...

401(k) record keepers making big bets on managed accounts

June 1, 2017

Fidelity Investments and Empower Retirement are making big bets on 401(k) managed accounts, and competing defined-contribution-plan record keepers are poised to follow suit. What isn't yet clear is if these bets will pay off for retirement plans...

If only alpha were easy

April 20, 2017

Chris Phillips BattleBots is a TV series that originally aired in the early 2000s and was revitalized in 2015. If you aren't familiar with BattleBots, it's a show that has inspired viewers of all ages (including yours truly) to dream about or...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

SEC uses F-Squared saga to drive home due diligence message

November 10, 2016

By now, the financial advice industry should be familiar with the story behind the rise and fall of F-Squared Investments, especially the fall part that left 13 advisory firms saddled with SEC fines. The short version of the story is that F-Squared...

Why women tend to outperform men when investing

July 24, 2016

Wall Street is often portrayed as dominated by fast-paced trading and massive risk-taking. But it turns out that qualities like patience, humility and risk aversion can drive better returns over time. It may prove lucrative to remember that...

Robo platforms create a new headache for human advisers: wash sales

May 24, 2016

As the robo-advice industry continues to expand to a broader universe of investors, financial advisers might have to start watching out for a well-worn obstacle known as wash sales. The wash sale rule, which prohibits investors from repurchasing...

SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

March 28, 2016

A Securities and Exchange Commission proposal to curb the use of derivatives in investment funds would crimp investors' ability to diversify their portfolios, according to critics of the regulation. Under the SEC rule, mutual funds, exchange...

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...

How to handle return-hungry clients' portfolios during upticks in volatility

February 18, 2016

Happy New Year to all — and equity markets greeted us with the worst opening weeks we've ever seen. We encountered another correction, and clients are growing nervous, as they usually do. They're all asking, "Is it going to get worse? Where...

Dislocations give alt funds a chance to shine

February 14, 2016

Stock market volatility that has been giving investors and financial advisers so much angst over the past several weeks is having an entirely different effect on those who subscribe to the virtues of alternative-strategy mutual funds. While...

MassMutual teams with Envestnet on defined-contribution managed-account service

September 28, 2015

MassMutual Retirement Services, seizing on huge growth among asset-allocation products in the defined-contribution market, has partnered with Envestnet Retirement Solutions to launch its first managed-account service for plan participants. The...

What advisers should know about managed-futures funds

September 24, 2015

No one likes to pay for insurance but everyone likes to have a policy in place when something unexpected happens. The same can be said for adding a noncorrelated, or negatively correlated, asset class to an investor's portfolio. When the market...

Why closed-end funds are more appealing during market turmoil

September 22, 2015

On the roller coaster ride that is the current stock market, most financial advisers are understandably counseling clients against making any rash portfolio decisions. Panicking is often the worst move investors can make during such market mayhem....

401(k) advice gap presents opportunity for advisers

August 26, 2015

While a majority of 401(k) plan participants want to take advantage of professional investment advice, there's a large gap between those who actually follow through and those who sit on the sidelines, according to a new survey from Charles Schwab...

Don't wait till year-end to offer tax tips to high-net-worth clients

August 13, 2015

Investors are conditioned to think about tax-planning at year-end. During the last quarter of the year, many advisory firms publish tax-related articles, literature and checklists. Financial advisers may begin to contact their high-net-worth...

Adviser advocates seek more privacy for SMA disclosures

August 11, 2015

Investment adviser advocates support the Securities and Exchange Commission's effort to collect more information about separately managed accounts, but want the agency to keep the specifics of advisers' strategies concealed. The comment period...

Edward Jones' proprietary funds are outselling nearly all active managers

July 16, 2015

When it comes to formidable stock-and-bond pickers, DoubleLine, T. Rowe Price Group Inc., J.P. Morgan Asset Management are easily in the top echelon when it comes to winning money from investors. But this year each of them, and scores others,...

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