Mutual Funds

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Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
INVESTING ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

Vanguard scores strategic wins with latest fee cuts
INVESTING ETFS FEB 05, 2025
Vanguard scores strategic wins with latest fee cuts

The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.

Franklin cuts workforce by 3% following Wamco outflows
INVESTING MUTUAL FUNDS FEB 05, 2025
Franklin cuts workforce by 3% following Wamco outflows

The money manager is planning up to $250 million in expense reductions as fallout from its besieged bond management subsidiary continues.

Why over a fourth of advisors are holding off on model portfolios
INVESTING PRACTICE MANAGEMENT FEB 04, 2025
Why over a fourth of advisors are holding off on model portfolios

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

A clarifying time for sustainable investing
INVESTING ESG FEB 03, 2025
A clarifying time for sustainable investing

Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.

Vanguard's average fee drops to 0.07% after biggest-ever cut
INVESTING ETFS FEB 03, 2025
Vanguard's average fee drops to 0.07% after biggest-ever cut

The Jack Bogle-founded firm expects its decision to slash costs for dozens of mutual funds and ETFs will save investors $350 million this year alone.

Wamco revamps fixed income strategies as it fights to keep investing staff
INVESTING MUTUAL FUNDS JAN 23, 2025
Wamco revamps fixed income strategies as it fights to keep investing staff

The CEO says the besieged bond giant is "fine-tuning" its strategies and would soon start integrating back- and mid-office functions with its parent Franklin.

Bond heavyweights lead the way in active fixed income comeback
INVESTING MUTUAL FUNDS JAN 23, 2025
Bond heavyweights lead the way in active fixed income comeback

After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and Dodge & Cox

BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’
INVESTING ALTERNATIVES JAN 22, 2025
BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’

The BlackRock CEO also weighed in on AI's energy implications and crypto's role as an alternative "currency of fear."

BlackRock reaches settlement with Tennessee over ESG strategy
INVESTING ESG JAN 17, 2025
BlackRock reaches settlement with Tennessee over ESG strategy

The lawsuit filed in 2023 alleged unfair impact on the asset management giant's non-ESG funds due to its involvement in climate groups, among other factors.

Veteran EM debt team departs Wamco for Jackson Financial's PPM
INVESTING MUTUAL FUNDS JAN 13, 2025
Veteran EM debt team departs Wamco for Jackson Financial's PPM

Move marks the largest single batch of exits as the Franklin Templeton subsidiary continues to navigate fallout from alleged breaches by star manager Ken Leech.

Dodge & Cox reveals CEO Dana Emery to step down
INVESTING MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

Closed-end fund investors seeking to build on solid 2024 returns
INVESTING EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

Most asset managers still rosy on sustainable investing
INVESTING ESG DEC 18, 2024
Most asset managers still rosy on sustainable investing

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.

Mutual fund flips to ETFs hit a record in 2024
INVESTING ETFS DEC 17, 2024
Mutual fund flips to ETFs hit a record in 2024

But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.

Wamco clients, staff bolt for exits as Ken Leech heads to court
INVESTING MUTUAL FUNDS DEC 16, 2024
Wamco clients, staff bolt for exits as Ken Leech heads to court

The Franklin Templeton subsidiary is grappling with an investor exodus and internal tensions following accusations of cherry-picking against its exalted star trader.

Investors still lacking mutual fund fee literacy, suggests SEC report
INVESTING MUTUAL FUNDS DEC 13, 2024
Investors still lacking mutual fund fee literacy, suggests SEC report

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.

Model portfolio adoption on the rise among advisors
INVESTING ETFS DEC 12, 2024
Model portfolio adoption on the rise among advisors

New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships.

‘No detractor’ to using direct indexing as an investment strategy
INVESTING EQUITIES DEC 06, 2024
‘No detractor’ to using direct indexing as an investment strategy

Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.

Western Asset names new CEO after SEC probe, outflows besiege fund firm
INVESTING MUTUAL FUNDS DEC 03, 2024
Western Asset names new CEO after SEC probe, outflows besiege fund firm

The firm is shaking up its leadership amid allegations from the SEC and Justice Department that its fallen star manager Ken Leech perpetuated a three-year fraud.