Investing

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Bond managers see 2023 as stark contrast from carnage last year
EMERGING MARKETS FEB 07, 2023
Bond managers see 2023 as stark contrast from carnage last year

DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.

By Jeff Benjamin
Mutual fund companies can no longer ignore ETFs
ETFS FEB 07, 2023
Mutual fund companies can no longer ignore ETFs

Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.

By Jeff Benjamin
Pimco's Daniel Ivascyn closes in on his next big trade
MUTUAL FUNDS FEB 06, 2023
Pimco's Daniel Ivascyn closes in on his next big trade

After making a killing by scooping up speculative mortgage debt on the cheap in the wake of the financial crisis, Ivascyn expects the next big opportunity to come in corporate debt.

By Bloomberg
Direct indexing touted as client prospecting tool
RIAS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

By Jeff Benjamin
Morningstar CEO on ESG politics, future of sustainability
ESG FEB 06, 2023
Morningstar CEO on ESG politics, future of sustainability

'We're not trying to make value judgments,' Kunal Kapoor says.

By Emile Hallez
Opposition to ESG might just be getting started
ESG FEB 06, 2023
Opposition to ESG might just be getting started

Some politicians see it as part of a viable platform for the 2024 presidential election.

By Emile Hallez
Investors like ESG and want advisors’ help with it: Survey
RETIREMENT PLANNING FEB 06, 2023
Investors like ESG and want advisors’ help with it: Survey

Nearly 90% of investors surveyed said they would like advisors to help them with allocations

By Emile Hallez
All eyes on alts
ALTERNATIVES FEB 06, 2023
All eyes on alts

As fixed income weighs down the classic 60/40 portfolio, allocations to alternatives are expected to rise over the next three years.

By Jeff Benjamin
Republican bill would end the DOL ESG rule
ESG FEB 03, 2023
Republican bill would end the DOL ESG rule

The effort, the latest in an overall anti-ESG push from conservatives, is largely symbolic.

By Emile Hallez
Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
RIAS FEB 03, 2023
Advisors stepping up to bond ladders as Fed pushes rates up another quarter point

Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.

By Jeff Benjamin
Vanguard gives fund shareholders some proxy-voting power
ESG FEB 02, 2023
Vanguard gives fund shareholders some proxy-voting power

Republicans have criticized the big asset managers over their proxy-voting practices.

By Emile Hallez
Bucking the trend: Why some advisors refuse to outsource investment management
RIAS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

By Jeff Benjamin
Alts manager FS Investments doubling size with merger
ALTERNATIVES FEB 02, 2023
Alts manager FS Investments doubling size with merger

With the deal for Portfolio Advisors, FS Investments also gets its hands on a private equity fund that targets both wealth management and institutional clients.

By Bruce Kelly
Blackstone's BREIT hit monthly redemption limit in January
ALTERNATIVES FEB 01, 2023
Blackstone's BREIT hit monthly redemption limit in January

Blackstone Real Estate Income Trust told investors that it fulfilled repurchase requests for 2% of its net asset value.

By Bloomberg
In 'hell freezes over' moment, American Funds pairs up with passive ETFs
RIAS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.

By Jeff Benjamin
Morningstar launches ESG 401(k) designed for small employers
RETIREMENT PLANNING JAN 31, 2023
Morningstar launches ESG 401(k) designed for small employers

The pooled employer plan is going live as the Department of Labor's new ESG rule takes effect.

By Emile Hallez
Legislation lets funds delay redemptions if transfer involves senior abuse
RETIREMENT PLANNING JAN 31, 2023
Legislation lets funds delay redemptions if transfer involves senior abuse

The bill sails through House, 419-0, on a fast track. Its author, Rep. Ann Wagner, R-Mo., hopes the Senate acts this time around.

By Mark Schoeff Jr.
BNY Mellon plans to launch ETF focusing on innovation space
ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

By Bloomberg
DOL’s ESG rule hit with long-shot lawsuit
RETIREMENT PLANNING JAN 31, 2023
DOL’s ESG rule hit with long-shot lawsuit

A legal challenge to the agency's rule on investments in retirement plans was inevitable, lawyers say.

By Emile Hallez
BNY Mellon, Wall Street firms find the lure of crypto too strong to resist
ALTERNATIVES JAN 30, 2023
BNY Mellon, Wall Street firms find the lure of crypto too strong to resist

Despite all that’s gone wrong in the industry, the world’s largest custodian bank and other financial giants are hoping to expand in crypto.

By Bloomberg