Money markets, bonds, real estate, and the heating industry among new funds.
The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.
Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.
Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.
With sticky investors and strong initial inflows for 2025, the S&P 500 tracking ETF is threatening the decades-long reign of State Street's SPY.
One CFRA strategist argues the increasing influence of derivatives-based strategies won't necessarily lead to more risks.
Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.
With 565 launches and $312 billion in inflows last year, active ETF strategies are set to continue taking dollars from mutual funds, says report.
The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.
Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
The world's largest asset manager claims leadership as the first investor to buy a piece of the first-of-its-kind municipal bond issuance.
But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.
The foundation's move is the latest signal of the growing institutional embrace of cheaper portfolio risk dampening strategies.
Exuberance in stocks, optimistic Trump trades, and tax-loss harvesting activity converged to push 2024's year-to-date ETF inflows to a new all-time high.
New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships.
Amid record-breaking year for launches, demand for municipal bond ETFs is growing as investors put a premium on tax efficiency and transparency.
The investment management giant's latest offering diverges from most CLO ETFs to help investors achieve high current income and total return.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
The strategy, set for an early 2025 launch, aims to push back against S&P 500 firms that push diversity, equity, and inclusion in their hiring processes.
More than 40 percent of advisors surveyed by InvestmentNews say they are likely to bump up their use of active ETFs over the coming year.
