Investing

Displaying 13499 results
Green investments rally ahead of potential 'blue wave' election
ESG OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

By Jeff Benjamin
US asset managers race to gain China market share
EMERGING MARKETS OCT 09, 2020
US asset managers race to gain China market share

Only US-based asset managers have shown the intention of owning a 100%-owned retail fund business in China

By Francis Acosta
FATCA: A force to be reckoned with
OPINION OCT 09, 2020
FATCA: A force to be reckoned with

Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue

By Kirsten Hastings
Chinese equities emerge from the pack
EMERGING MARKETS OCT 09, 2020
Chinese equities emerge from the pack

Investors based in Asia have noted that the Chinese market has become too big and should be viewed as a standalone market

By Francis Acosta
Volatility coming for muni market
FIXED INCOME OCT 09, 2020
Volatility coming for muni market

BlackRock, Wells Fargo analysts see the election and a surge in muni sales shattering the market's calm

By Bloomberg
The SEC's push for more alts and private placements is the wrong move at the wrong time
OPINION OCT 08, 2020
The SEC's push for more alts and private placements is the wrong move at the wrong time

Plenty of examples prove the regulator's efforts are out of step with the market

By Bruce Kelly
SEC proposal would allow ‘finders’ to pitch unregistered securities
ALTERNATIVES OCT 07, 2020
SEC proposal would allow ‘finders’ to pitch unregistered securities

While approved for public comment, Democratic commissioners voiced concerns over investor protections

By Mark Schoeff Jr.
New worry that ESG investing is bubble as bonds pass $1 trillion
ESG OCT 07, 2020
New worry that ESG investing is bubble as bonds pass $1 trillion

Another $450 billion green bonds expected for 2021 but one strategist contends ESG a passing investment fad

By Bloomberg
Why is ESG used most in retirement plans? It's not performance
RETIREMENT PLANNING OCT 07, 2020
Why is ESG used most in retirement plans? It's not performance

Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan

By Emile Hallez
SEC streamlines process for creation of fund of funds
MUTUAL FUNDS OCT 07, 2020
SEC streamlines process for creation of fund of funds

Under the new rule, most arrangements won't need individual approval

By Mark Schoeff Jr.
Second Trump term could be boon for private market offerings
ALTERNATIVES OCT 07, 2020
Second Trump term could be boon for private market offerings

If Chairman Jay Clayton leaves the SEC, a Republican successor likely will pick up the mantle

By Mark Schoeff Jr.
Critics pummel SEC effort to boost reporting threshold for money managers
EQUITIES OCT 06, 2020
Critics pummel SEC effort to boost reporting threshold for money managers

Opponents say the higher level for reporting stock holdings deprives investors and advisers of crucial information

By Mark Schoeff Jr.
TriNet sued over MEPs
RETIREMENT PLANNING OCT 06, 2020
TriNet sued over MEPs

Law firm Capozzi Adler, which has been the most active 401(k) litigator this year, filed the class-action complaint against the HR provider

By Emile Hallez
Latest ETF launch promotes social justice
ESG OCT 05, 2020
Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

By Jeff Benjamin
AR Global REIT splits, lists, tanks
ALTERNATIVES OCT 05, 2020
AR Global REIT splits, lists, tanks

New York City REIT sees a staggering decline in value after it begins trading

By Bruce Kelly
Where opportunity meets responsibility
OPINION OCT 05, 2020
Where opportunity meets responsibility

Examining the implications of the SEC expanded definition of an 'accredited investor' for private equity investors — and the advisers who serve them

By John Taft
Bets mount on steeper Treasury yield curve
FIXED INCOME OCT 05, 2020
Bets mount on steeper Treasury yield curve

Steepener trades are often seen as bets on reflation; investors are also preparing for the possibility of bigger deficits if Democrats prevail in November

By Bloomberg
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson
MUTUAL FUNDS OCT 02, 2020
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson

Fund reportedly sees opportunities in consolidating asset management business

By InvestmentNews
Faith-based investing catches a ride on the ESG wave
ALTERNATIVES OCT 01, 2020
Faith-based investing catches a ride on the ESG wave

Advisers find even nonreligious clients are embracing faith-based strategies

By Jeff Benjamin
First blank-check ETF debuts
MUTUAL FUNDS OCT 01, 2020
First blank-check ETF debuts

The new fund gives investors a chance to participate in one of the hottest areas of the stock market

By InvestmentNews