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Displaying 13499 results
Retail investors interested in alternatives
ALTERNATIVES AUG 05, 2020
Retail investors interested in alternatives

Younger investors like bitcoin, while older investors go for gold, JPMorgan says

By Bloomberg
ETF assets hit record as investors dump mutual funds
MUTUAL FUNDS AUG 04, 2020
ETF assets hit record as investors dump mutual funds

Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows

By Bloomberg
House approves funding bill with provision to kill SEC's private markets proposal
RETIREMENT PLANNING AUG 03, 2020
House approves funding bill with provision to kill SEC's private markets proposal

Advocates for alternative investments oppose the provision, which is not likely to survive in the Senate

By Mark Schoeff Jr.
Surge in SPACs inspires blank-check ETF
MUTUAL FUNDS AUG 03, 2020
Surge in SPACs inspires blank-check ETF

A new exchange-traded fund will track shares of companies that listed on exchanges by merging with special purpose acquisition companies

By Bloomberg
Low bond yields test 60/40 asset allocation
EQUITIES AUG 03, 2020
Low bond yields test 60/40 asset allocation

Alternative assets and private markets may help boost portfolio returns

By Bloomberg
State Street gold ETF is cash machine
MUTUAL FUNDS JUL 31, 2020
State Street gold ETF is cash machine

The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market

By Bloomberg
DOL's ESG proposal gets over 1,500 responses
ESG JUL 31, 2020
DOL's ESG proposal gets over 1,500 responses

Many comment letters voiced opposition to the rule, stating that the proposed restrictions within 401(k)s would hurt investors and could lead to more lawsuits

By Emile Hallez
Don’t look a gift horse in the mouth
OPINION JUL 30, 2020
Don’t look a gift horse in the mouth

The DOL's proposal on using ESG investments in retirement plans could remind advocates of sustainable finance of the work still to be done

By Claire Sharp
Asset managers can no longer afford to avoid ETF market
ETFS JUL 30, 2020
Asset managers can no longer afford to avoid ETF market

The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business

By Jeff Benjamin
Vanguard submits to value curse, plans to fold active fund into an index
ESG JUL 29, 2020
Vanguard submits to value curse, plans to fold active fund into an index

Unable to keep pace with a passive index, the 20-year-old active value fund has run its course

By Jeff Benjamin
State Street launches ESG version of its mammoth S&P 500 ETF
ESG JUL 29, 2020
State Street launches ESG version of its mammoth S&P 500 ETF

The adaptation of SPY will include firms in the S&P 500 index that meet environmental, social and governance criteria

By Bloomberg
Wells Fargo files with SEC to offer ETFs
ETFS JUL 28, 2020
Wells Fargo files with SEC to offer ETFs

The wirehouse will become the latest major asset managers to enter the fray

By Bloomberg
SEC orders AIG unit to pay $40 million for disclosure violations in teacher retirement plans
RETIREMENT PLANNING JUL 28, 2020
SEC orders AIG unit to pay $40 million for disclosure violations in teacher retirement plans

Effort highlights agency’s teacher initiative, but expert calls it ‘slap on wrist’

By Mark Schoeff Jr.
Invesco benches team responsible for $105 million snafu
PRACTICE MANAGEMENT JUL 28, 2020
Invesco benches team responsible for $105 million snafu

An index rebalancing mishap has lead to the wholesale change of the portfolio management team

By Jeff Benjamin
SEI Investments says breach at key vendor exposed customer data
FINTECH JUL 27, 2020
SEI Investments says breach at key vendor exposed customer data

The company serves as a fund administrator for Pimco, Centerbridge and other money managers

By Bloomberg
SEC, DOL take different approaches to regulating ESG investing
OPINION JUL 27, 2020
SEC, DOL take different approaches to regulating ESG investing

The DOL proposal likely would chill the use of socially responsible investments in retirement accounts; the SEC focuses on disclosure

By Mark Schoeff Jr.
Silver rally quietly outshines gold in 2020
ALTERNATIVES JUL 27, 2020
Silver rally quietly outshines gold in 2020

The less-flashy precious metal may have more room to run, according to analysts

By Jeff Benjamin
When it comes to proxy voting, ETF sponsors rarely align with shareholders
ESG JUL 27, 2020
When it comes to proxy voting, ETF sponsors rarely align with shareholders

Research shows index ETFs vote with management 90% of the time

By Jeff Benjamin
Fund industry tries to clarify types of ESG funds
ESG JUL 27, 2020
Fund industry tries to clarify types of ESG funds

The Investment Company Institute is leading an effort to come up with definitions of the various approaches to sustainable investing

By Bloomberg
DOL’S ESG proposal would hurt retirement accounts
RETIREMENT PLANNING JUL 26, 2020
DOL’S ESG proposal would hurt retirement accounts

The proposal fails to account for evidence that long-term investors, like retirees, are likely to earn better returns

By InvestmentNews