Investing

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Gold ETF benefits from its London vault
MUTUAL FUNDS MAY 23, 2020
Gold ETF benefits from its London vault

Because gold funds are backed by actual bars of the precious metal, they're better able to track the spot price when markets go haywire

By Bloomberg
Why this wealth manager decided to become a B Corporation
ESG MAY 22, 2020
Why this wealth manager decided to become a B Corporation

Response to COVID-19 illustrates firm priorities

By Mel Lagomasino
Fund managers on what helped ESG outperform during pandemic
ESG MAY 22, 2020
Fund managers on what helped ESG outperform during pandemic

Three ESG asset managers reveal how they adjusted portfolios

By Natalie Kenway
Giant fund companies are upbeat on stocks
EQUITIES MAY 22, 2020
Giant fund companies are upbeat on stocks

Fund managers and strategists at Capital Group, Franklin Templeton and BlackRock say equities remain attractive

By Bloomberg
Fed bought $1.8 billion of bond ETFs to date
MUTUAL FUNDS MAY 21, 2020
Fed bought $1.8 billion of bond ETFs to date

The Fed data also showed total Fed assets rose to a record $7.04 trillion in the latest week

By Bloomberg
Troubles of giant oil ETF raise questions about commodity funds
MUTUAL FUNDS MAY 21, 2020
Troubles of giant oil ETF raise questions about commodity funds

The United States Oil Fund’s extraordinary buying and selling suggests the ETF may have gotten too big for its own good

By Bloomberg
Fidelity doles out perks to high-net-worth clients
MUTUAL FUNDS MAY 20, 2020
Fidelity doles out perks to high-net-worth clients

The company is planning to lure wealth management customers with credit card benefits, money-market fund access and other bonuses

By Emile Hallez
Vanguard's $50 billion woman outperformed amid bond market chaos
FIXED INCOME MAY 20, 2020
Vanguard's $50 billion woman outperformed amid bond market chaos

Several of the actively traded fixed-income funds Gemma Wright-Casparius runs have beaten most of their peers so far this year

By Bloomberg
JPMorgan shutting down ETFs that use hedge fund strategies
ALTERNATIVES MAY 19, 2020
JPMorgan shutting down ETFs that use hedge fund strategies

The firm has had more success with its BetaBuilders funds, which track broad benchmarks at low prices

By Bloomberg
Despite market rebound, equity funds saw net outflows in April
EQUITIES MAY 18, 2020
Despite market rebound, equity funds saw net outflows in April

While stocks are still out of favor, taxable bond funds are gaining appeal, according to Morningstar

By Jeff Benjamin
Investment giants try to reshape ETF market
MUTUAL FUNDS MAY 15, 2020
Investment giants try to reshape ETF market

Smaller companies are pushing back, arguing the big players are just trying to cement their dominance

By Bloomberg
Bank of America sells $1 billion bond issue to fund pandemic relief efforts
FIXED INCOME MAY 15, 2020
Bank of America sells $1 billion bond issue to fund pandemic relief efforts

Deal is first from a U.S. bank that links all proceeds to tackling the virus

By Bloomberg
Fed launches ETF program with $305 million purchase Tuesday
MUTUAL FUNDS MAY 15, 2020
Fed launches ETF program with $305 million purchase Tuesday

The central bank's weekly balance sheet update also showed its total assets hit a new record of $6.93 trillion

By Bloomberg
Finra suspends broker-dealer it previously charged with fraudulent markups
ALTERNATIVES MAY 14, 2020
Finra suspends broker-dealer it previously charged with fraudulent markups

The regulator charged Sandlapper Securities in 2017 with exorbitant markups of securities

By Bruce Kelly
Big investors sound the alarm about stocks
EQUITIES MAY 14, 2020
Big investors sound the alarm about stocks

Stan Druckenmiller, Paul Singer and Paul Tudor Jones are among the heavyweights voicing doubts about the markets or the economy

By Bloomberg
ESG investing becomes the darling of a COVID-19 world
ESG MAY 13, 2020
ESG investing becomes the darling of a COVID-19 world

Strong relative performance during the latest test of market turmoil is moving ESG closer to the mainstream

By Jeff Benjamin
401(k) investors warm to stock funds as market rises: report
RETIREMENT PLANNING MAY 13, 2020
401(k) investors warm to stock funds as market rises: report

Investors are still worried about the market, but trading in 401(k) plans favored equities on most days in April

By Emile Hallez
REIT sales tank during COVID-19, but one broker-dealer is still selling
ALTERNATIVES MAY 13, 2020
REIT sales tank during COVID-19, but one broker-dealer is still selling

Sales of nontraded REITs crashed in April, falling to just $310 million

By Bruce Kelly
COVID-19 market tests basic TDF design
RETIREMENT PLANNING MAY 13, 2020
COVID-19 market tests basic TDF design

'Through-retirement' target-date funds for those near retirement saw bigger losses this year than 'to-retirement' products of the same vintage

By Emile Hallez
iCapital Network boosts access to alts with acquisition of rival Artivest
ALTERNATIVES MAY 13, 2020
iCapital Network boosts access to alts with acquisition of rival Artivest

The tech provider takes over the management of 28 proprietary alternative investment funds and the Open Network platform

By Sean Allocca