Investing

Displaying 16874 results
MUTUAL FUNDS MAY 15, 2017
Fidelity launches two ESG index funds

The environmental, social and governance investments include a domestic and international offering.

By InvestmentNews
FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

By Bloomberg
EMERGING MARKETS MAY 14, 2017
Best- and worst-performing international funds

See rankings of funds by returns in categories from multi-cap core to emerging markets and global equity income.

By IN Research and Ellie Zhu
Best- and worst-performing equity mutual funds
ALTERNATIVES MAY 14, 2017
Best- and worst-performing equity mutual funds

See rankings of funds by returns in categories from large-cap growth to real estate and equity income.

By Andrew Leigh
EMERGING MARKETS MAY 14, 2017
Best- and worst-performing fixed-income funds

See rankings of funds by returns in categories from core bond to high yield and multisector income.

By Bloomberg
MUTUAL FUNDS MAY 13, 2017
Will the fiduciary rule shrink the ever-expanding world of share classes?

While T shares and clean shares are different, they could solve important pricing questions for the fund industry — and even obliterate many share classes.

By John Waggoner
EQUITIES MAY 12, 2017
Investors turn to international equity funds in April

But bonds raise more funds.

By John Waggoner
MUTUAL FUNDS MAY 12, 2017
John F. Donahue, founder of Federated Investors, dies at 92

Federated is best known for its money-market funds, which accounted for $245 billion of the firm's $362 billion in assets under management as of March 31.

By Bloomberg
ALTERNATIVES MAY 11, 2017
Trump's tax plan could fuel rally in MLP investments

Investors in the pass-through entities would benefit from a 15% tax cap.

By Jeff Benjamin
FIXED INCOME MAY 05, 2017
OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

Big bets by the Rochester muni bond team lead to feast-or-famine performance record.

By Jeff Benjamin
RETIREMENT PLANNING MAY 04, 2017
Include health savings accounts in fiduciary process

The DOL rule that requires acting in clients' best interests will apply to these accounts.

By Blaine F. Aikin
MUTUAL FUNDS MAY 04, 2017
Morgan Stanley drops Vanguard mutual funds from platform

Will continue to sell Vanguard's ETFs; says culling aims to reduce 'less popular' funds.

By InvestmentNews
MUTUAL FUNDS MAY 04, 2017
Finra cites Cetera for mutual fund sales charge improprieties

Retirement plans and charitable organizations were sold higher-cost share classes though they were eligible for lower-cost shares.

By InvestmentNews
ETFS MAY 03, 2017
More ETFs getting put on deathwatch

12 more funds swam with the fishes last month.

By John Waggoner
MUTUAL FUNDS MAY 03, 2017
Putnam kicks off expanded ESG effort

Firm hires Katherine Collins to lead sustainable investing team

By InvestmentNews
MUTUAL FUNDS MAY 03, 2017
In departure from previous administration, SEC approves quadruple-leveraged fund

Move could signal a more lenient Securities and Exchange Commission in its approach to regulation.

By John Waggoner
ALTERNATIVES MAY 03, 2017
Diverse asset management firms are hard to find

Women, minorities still run a small percentage of firms

By John Waggoner
ALTERNATIVES MAY 03, 2017
LPL may have to refund up to $8 million to resolve New Hampshire REIT case

A third-party review found that 200 clients from the New England state bought nontraded REITs that violated LPL's guidelines and are eligible for an average of $40,000 apiece.

By Bruce Kelly
MUTUAL FUNDS MAY 02, 2017
House approves bill to lift restrictions on brokers' ETF research reports

A similar measure is awaiting action on the Senate floor, where it is expected to pass.

By Mark Schoeff Jr.
MUTUAL FUNDS MAY 02, 2017
Against the grain, RIAs see upside in active management

Instead of active or passive investing, advisers embrace a mix of both.

By Jeff Benjamin