Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category growing over the next couple years.
But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.
Research points to a lack of cost-consciousness, potential benefits from 'fee meters,' and how one major misconception might keep investors from seeking cheaper options.
New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
Analysis points to an "ETF advantage" for struggling asset managers, with the average strategy staging a post-conversion comeback after years of outflows.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.
The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.
Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.
If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?
BlackRock, Vanguard and Fidelity topped the AUM league table while passive strategies cemented their place with a new asset record.
New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.
Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.
Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.
BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.
The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.
Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.
