Mutual Funds

Displaying 5361 results
Envestnet launches ETFs blending active and passive strategies
ETFS MAY 15, 2023
Envestnet launches ETFs blending active and passive strategies

The four ETFs consist of passive and factor-based exposures managed by Envestnet and active exposures managed by third-party investment managers.

By Ryan W. Neal
Guaranteed lifetime income products mark a new era of retirement plan design
OPINION MAY 11, 2023
Guaranteed lifetime income products mark a new era of retirement plan design

Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.

By Mitchell Shames
More ESG ETFs close as issuers lose patience
MUTUAL FUNDS MAY 09, 2023
More ESG ETFs close as issuers lose patience

Just 58 sustainable exchange-traded funds launched globally in the first quarter, down from 101 that were introduced during the same period last year.

By Bloomberg
Advisors stick with Treasuries despite political tension over debt limit
EQUITIES MAY 08, 2023
Advisors stick with Treasuries despite political tension over debt limit

'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.

By Mark Schoeff Jr.
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs
ETFS MAY 04, 2023
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs

The North Dakota firm and one of its advisors didn't understand the risks associated with the complex products and failed to determine whether they were in clients' best interests, the agency says.

By Mark Schoeff Jr.
Strive Asset Management fills leadership vacuum created by CEO's run for president
RIA NEWS MAY 04, 2023
Strive Asset Management fills leadership vacuum created by CEO's run for president

Chief investment officer Matt Cole takes on the added role of CEO at the disruptive new asset management shop after Vivek Ramaswamy's departure.

By Jeff Benjamin
State Street rolls out second 401(k) target-date series featuring an annuity
RETIREMENT PLANNING APR 21, 2023
State Street rolls out second 401(k) target-date series featuring an annuity

The plan feature is provided by Global Trust Co. and Annexus Retirement Solutions.

By Emile Hallez
Protesters block Vanguard office over climate policy
RETIREMENT PLANNING APR 19, 2023
Protesters block Vanguard office over climate policy

A total of 16 people, many affiliated with a Quaker group, were arrested Wednesday outside the company's Malvern, Pennsylvania, headquarters.

By Emile Hallez
Barclays to shut 21 ETNs a year after major error tied to products
ETFS APR 19, 2023
Barclays to shut 21 ETNs a year after major error tied to products

The redemption announcement comes after the UK-based lender said it had erroneously sold $15 billion more structured notes and ETNs over the course of about a year than it had registered for.

By InvestmentNews
Lawmakers press Gensler over climate, crypto and rulemaking pace
ALTERNATIVES APR 18, 2023
Lawmakers press Gensler over climate, crypto and rulemaking pace

Republicans on the House Financial Services Committee questioned the SEC leader about the roughly 50 rules the agency has proposed over the past two years.

By Emile Hallez
Not investing in ESG doesn't make you anti-ESG
RIA NEWS APR 17, 2023
Not investing in ESG doesn't make you anti-ESG

As the environmental, social and governance space evolves, we're learning that the value from an investment perspective is not always best, even if it's always good.

By Jeff Benjamin
DWS ESG fund launch sets record for sales, at another ETF's expense
MUTUAL FUNDS APR 05, 2023
DWS ESG fund launch sets record for sales, at another ETF's expense

A big client moved $2 billion from a different Xtrackers ESG exchange-traded fund to the new fund, the Xtrackers MSCI USA Climate Action Equity ETF.

By Emile Hallez
BlackRock to offer two buffer ETFs that aim to limit investors' losses
ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

By Bloomberg
MSCI to downgrade ESG ratings on over 30,000 funds
ETFS APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

By Bloomberg
Love it or hate it, ESG has been around for decades — and it isn’t going away
MUTUAL FUNDS APR 03, 2023
Love it or hate it, ESG has been around for decades — and it isn’t going away

Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.

By Emile Hallez
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
MUTUAL FUNDS MAR 31, 2023
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing

Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.

By Emile Hallez
2022 was rough year for near-retirees in target-date funds
RETIREMENT PLANNING MAR 29, 2023
2022 was rough year for near-retirees in target-date funds

While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.

By Emile Hallez
Investors focus on climate, abortion access in potential record proxy season
MUTUAL FUNDS MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

By Emile Hallez
Financial advisors torn between trusting the Fed and trusting the bond market
RIA NEWS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin
Green funds have run out of ‘investible’ assets, Impax CEO says
RIA NEWS MAR 27, 2023
Green funds have run out of ‘investible’ assets, Impax CEO says

Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.

By Bloomberg