Results for "mutual funds & ETFs"

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Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

These funds have the highest Sharpe ratios

September 15, 2017

Nobel Prize winner William Sharpe developed the Sharpe index as a way to determine risk-adjusted portfolio returns. It uses excess return and standard deviation to determine reward per unit of risk. The higher the Sharpe ratio, the better the...

SEC fines SunTrust for recommending higher-cost fund shares

September 14, 2017

The Securities and Exchange Commission has charged a unit of SunTrust Banks with improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available, costing investors more than $1.1...

iShares dominating ETF inflows for 2017

September 13, 2017

In the battle for ETF dollars, iShares is breaking through the front lines. BlackRock's iShares saw an estimated net $9.1 billion in new money in August, according to Morningstar estimates, beating rival Vanguard's inflow of $8.7 billion. For...

Bull market leaves these stock fund categories behind

September 11, 2017

What could possibly be bad about being a stock fund manager during a honking big bull market? Watching on the sidelines while everyone else makes money. And there are a remarkable number of managers doing just that. We're not just talking about...

Irma wreaks havoc on mutual funds even before it reaches Florida

September 8, 2017

Stephen Barnes has suffered damage from Hurricane Irma even before it hits Florida. He owns Stone Ridge Reinsurance Risk Premium Interval Fund, a mutual fund that dropped 11 percent this week as the hurricane wreaked havoc in the Caribbean....

Morningstar ETF conference: Momentum, Bitcoin and Selena Gomez

September 8, 2017

Richard Thaler is the Nobel prize-winning Charles R. Walgreen distinguished service professor of behavioral sciences and economics at the University of Chicago Booth School of Business. He's also a principal with Fuller & Thaler Asset Management,...

Vanguard's Joe Davis: Automation of jobs is trend that will define our lifetimes

September 7, 2017

Joe Davis, Vanguard's global chief economist, kicked off Morningstar's ETF conference with the cheery thought that 47% of all of today's jobs will be automated away. And that's just in the U.S. That number rises to 69% in India and 77% in China....

Dalia Blass could tackle fiduciary standard as first order of business at SEC

September 6, 2017

Dalia Blass' first order of business as head of the Securities and Exchange Commission's Division of Investment Management could be to shape the agency's position on a fiduciary standard. "I'm going to be surprised if that's not the first order...

Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

September 6, 2017

Like many active managers, Mark Yusko of Morgan Creek Capital Management has some serious gripes about the rise of exchange-traded funds and the ascendancy of passive investing. And like many of those managers, he's also starting his own ETF...

In the ETF world, spoils still go to the biggest and cheapest

September 6, 2017

The ETF industry has grown largely due to passively managed, low-cost investments. Over time, these funds have an indisputable edge over their actively managed rivals. "Actively managed funds have underperformed versus passively managed funds,...

Russell Investments names Michelle Seitz CEO

September 5, 2017

Russell Investments Tuesday named Michelle Seitz CEO. She was also named to the board and will become chairwoman Jan. 1. Ms. Seitz replaces current CEO Len Brennan, who will become a strategic adviser to the firm. Ms. Seitz joins Russell Investments...

Top-performing funds of the bull market

September 1, 2017

The stock market’s bear market bottom was March 9, 2009, and the three people who actually invested on that date are doing a happy dance, even though two of them are liars. The Standard and Poor’s 500 stock index has gained an average 18.73%...

Fund industry swats down fee suits, but they keep appealing

September 1, 2017

Mutual funds continue to swat down excessive fee cases, but they're still making it into court, which could mean that plaintiffs just haven't filed the best case yet. The most recent cases involve subadvisory fees, where fund companies farm...

SEC names Dalia Blass director of investment management

August 31, 2017

The Securities and Exchange Commission announced late Thursday afternoon that Dalia Blass, a securities attorney and former agency staff member, has been named director of the Division of Investment Management. She will take over the division...

Invesco said to mull ETF-only Guggenheim deal

August 24, 2017

Invesco's rumored purchase of Guggenheim Partners' retail mutual fund business may be limited to a $1 billion buyout of Guggenheim's ETF operations, Barron's reports. That represents a significant rollback from previous rumors. Earlier in August,...

Thrivent Financial quietly expands beyond Christians

August 23, 2017

Thrivent Financial doesn't do anything necessarily fast, so it might have been easy to miss the evolution over the past several years of the world's largest fraternal organization, which has a history dating back 115 years. But the Appleton,...

401(k) advisers value active management in some categories, despite indexing craze

August 21, 2017

Index funds are continuing their push into 401(k) plan menus, but some retirement plan advisers and analysts still see areas where active management makes sense. The number of 401(k) plans offering index funds to employees swelled to 89.4% of...

ETFs making emerging markets vulnerable to sudden outflows: Citi

August 16, 2017

Add Citigroup Inc. to the list of analysts and investors concerned by the bumper inflows into emerging-market ETFs this year. After attracting almost $47 billion of new cash so far this year, exchange-traded funds have made developing nations...

International investing: How to set an allocation you — and your clients — can live with

August 16, 2017

Life is full of complicated, eminently debatable questions. Could the Red Sox beat the Dodgers this year? What will happen next year when Vanguard has all the money in the world? And what is the correct allocation between international and U.S....

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