Investing

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How different are retirement portfolios built by investors, advisers?
RETIREMENT PLANNING DEC 08, 2021
How different are retirement portfolios built by investors, advisers?

Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.

By Emile Hallez
BlackRock to pull bulk of U.S. ETF assets from State Street
MUTUAL FUNDS DEC 08, 2021
BlackRock to pull bulk of U.S. ETF assets from State Street

In a move to reduce its reliance on State Street's custody services, BlackRock will shift 40% of the $2.2 trillion in assets to Citigroup, 30% to JPMorgan Chase and 15% to Bank of New York Mellon.

By Bloomberg
Bitcoin model portfolios launched by 3iQ, Gemini
ALTERNATIVES DEC 07, 2021
Bitcoin model portfolios launched by 3iQ, Gemini

A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.

By Sean Allocca
ETFs take center stage in 2021
ALTERNATIVES DEC 07, 2021
ETFs take center stage in 2021

Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.

By Jeff Benjamin
Ritholtz, WisdomTree launch  crypto index separate account
ALTERNATIVES DEC 03, 2021
Ritholtz, WisdomTree launch crypto index separate account

Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.

By Jeff Benjamin
Elizabeth Warren grills Bitcoin miner on climate
ALTERNATIVES DEC 03, 2021
Elizabeth Warren grills Bitcoin miner on climate

The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.

By Bloomberg
SEC tensions over crypto regulation emerge at meeting
ALTERNATIVES DEC 02, 2021
SEC tensions over crypto regulation emerge at meeting

At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.

By Mark Schoeff Jr.
Insurance network for RIAs says MYGA is the future for annuity sales
RETIREMENT PLANNING DEC 02, 2021
Insurance network for RIAs says MYGA is the future for annuity sales

DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.

By Emile Hallez
Helping investors cut through the noise of ESG investing
MUTUAL FUNDS DEC 02, 2021
Helping investors cut through the noise of ESG investing

Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown.

By Jeff Benjamin
State Street cuts fees to grab more bond ETF flows
MUTUAL FUNDS DEC 02, 2021
State Street cuts fees to grab more bond ETF flows

The asset manager lowered the expense ratios on three corporate bond exchange-traded funds to 0.04% from 0.07%.

By Bloomberg
Fidelity heads to Canada with Bitcoin ETF
ALTERNATIVES DEC 01, 2021
Fidelity heads to Canada with Bitcoin ETF

Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.

By Bloomberg
ESG market controlled by a few big investors
MUTUAL FUNDS DEC 01, 2021
ESG market controlled by a few big investors

About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.

By Bloomberg
Covered call strategy aims to dampen volatility of crypto investing
ALTERNATIVES NOV 30, 2021
Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

By Jeff Benjamin
Inflation ETF pioneer says investors need more interest-rate risk
FIXED INCOME NOV 30, 2021
Inflation ETF pioneer says investors need more interest-rate risk

Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.

By Bloomberg
First client for State Street's target-date and annuity feature is a $35B plan group
RETIREMENT PLANNING NOV 30, 2021
First client for State Street's target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.

By Emile Hallez
Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

By InvestmentNews
Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

By InvestmentNews
Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

By InvestmentNews
Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

By InvestmentNews
Vanguard plants flag in China with active equity fund
EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

By Jeff Benjamin