A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.
Last week, the iShares Short Treasury Bond ETF had the biggest weekly influx since the depths of the pandemic in March 2020.
JPMorgan Asset Management’s Bryon Lake projects that active ETFs in the US will grow over the next five years to $3 trillion from $384 billion currently.
The SEC has proposed using swing pricing and a hard close for share purchases to protect investors during market meltdowns. Critics warn changes could ruin mutual funds.
A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.
Dominic Ismert's attorney said the recommendation to invest in an oil fund was made 'off the cuff,' without appropriate research and analysis of whether it was suitable for him.
More than a third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
BlackRock, Schwab, Vanguard and State Street could be inviting a political backlash with proxy voting campaigns aimed at avoiding a political backlash.
The firm would be one of several companies providing sustainable target-date funds in the US.
The target-date funds will invest in actively managed sustainable and ESG-focused exchange-traded funds managed by Putnam.
PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.
The fund aims to invest in companies that help improve the quality of life for women.
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.
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.
The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.
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.
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.
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.
