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.
The two firms have both claimed an industry first with separate strategies offering CLO-based exposure to the alternative fixed income space.
New filings propose derivatives and options contracts to add floors and offset potential losses from bitcoin volatility.
Analysis points to an "ETF advantage" for struggling asset managers, with the average strategy staging a post-conversion comeback after years of outflows.
The renowned uber bull is doubling down on his reputation for bold calls with a theme-based "granny shot" strategy.
Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.
The famed economist is putting his name behind an active strategy designed to help hedge against fresh threats he sees to the traditional 60/40 portfolio.
The new thematic ETF suite promises to aid DIY investors' dash for financial independence, but some experts are skeptical.
The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.
