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iShares files for ‘breakthrough’ environmental ETF
The fund would follow the Morningstar Global Emerging Green Technologies Select Index.
JPMorgan, money managers pushing back against proposed SEC names rule
The agency is floating tighter rules that would require certain funds to have at least 80% of assets correspond to investment strategies listed in their names.
BlackRock to open proxy voting to some retail investors
Initially, the program will be available to UK investors, but it could eventually expand to all fund shareholders.
ETF strategy that avoids noise of open markets will arouse adviser curiosity
NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.
The ESG case for direct indexing
The prospect of providing clients with a custom portfolio that meets their guidelines is something advisers see as adding value to their services.
Vanguard to begin testing proxy voting pilot program for retail clients early next year
Instead of making decisions exclusively on its own, Vanguard will give individual investors in several equity index funds more options about how their shares are voted.
Junk-bond ETF sees almost $1 billion of inflows ahead of Fed
Risk assets of all stripes have been climbing amid optimism that the Fed will dial back the pace of its rate hikes after it announces what's expected to be its fourth 75-basis-point rate hike in a row this week.
Liquid alts funds see inflows while mutual funds see record outflows
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Tech stocks weigh on funds popular with 401(k) plans
Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.
Capital Group launches 3 actively managed fixed-income funds
With focuses spanning from municipal bonds to short-duration debt, the ETFs are meant to offer access to high yields while managing risk linked to the Federal Reserve’s aggressive monetary policy.
Dividend ETFs see record $50 billion allocation bonanza so far this year
The cash flowing into dividend-focused exchange-traded funds is already running 25% higher than the record haul secured in 2021.
Premium fees and so-so returns on some ‘ESG’ funds
Products that have high sustainability scores but aren't necessarily labeled as ESG are cheaper, according to a YCharts report.
ETF would give retail access to catastrophe bonds
The ESG product would seek to expand disaster coverage and provide pricing transparency.
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
Sustainable Leaders files for energy transition ETF
The product appears to be the first retail fund that the Boston-based institutional manager would provide.
ESG group takes aim at Vanguard over stewardship
The asset management firm is doing better on disclosure but has a long way to go, activist group says.
Schwab responds to investor activism by giving fund shareholders more say in proxy voting
Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.
Advice industry tilts toward model portfolios as surest path to building scale
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.
Simplify donates ETF’s $100,000 net profit to cancer group
The ETF is designed so that all net profits from managing the fund are donated to Susan G. Komen on an annual basis.
Rising interest rates make cash management fun again
Financial advisers are adding value by finding higher yields for clients' cash balances.
