Mutual Funds

Displaying 5360 results
Putnam launches sustainable target-date series for retirement savers
RETIREMENT PLANNING FEB 10, 2023
Putnam launches sustainable target-date series for retirement savers

The target-date funds will invest in actively managed sustainable and ESG-focused exchange-traded funds managed by Putnam.

By Gregg Greenberg
Vanguard's tax-busting fund design may face competition   
ETFS FEB 09, 2023
Vanguard's tax-busting fund design may face competition   

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.

By Bloomberg
BNY Mellon files for Women’s Empowerment ETF
MUTUAL FUNDS FEB 08, 2023
BNY Mellon files for Women’s Empowerment ETF

The fund aims to invest in companies that help improve the quality of life for women.

By ESG Clarity
Bond managers see 2023 as stark contrast from carnage last year
EMERGING MARKETS FEB 07, 2023
Bond managers see 2023 as stark contrast from carnage last year

DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.

By Jeff Benjamin
Mutual fund companies can no longer ignore ETFs
ETFS FEB 07, 2023
Mutual fund companies can no longer ignore ETFs

Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.

By Jeff Benjamin
Pimco's Daniel Ivascyn closes in on his next big trade
MUTUAL FUNDS FEB 06, 2023
Pimco's Daniel Ivascyn closes in on his next big trade

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.

By Bloomberg
Direct indexing touted as client prospecting tool
RIA NEWS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

By Jeff Benjamin
Bucking the trend: Why some advisors refuse to outsource investment management
RIA NEWS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

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.

By Jeff Benjamin
In 'hell freezes over' moment, American Funds pairs up with passive ETFs
RIA NEWS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

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.

By Jeff Benjamin
Legislation lets funds delay redemptions if transfer involves senior abuse
RETIREMENT PLANNING JAN 31, 2023
Legislation lets funds delay redemptions if transfer involves senior abuse

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.

By Mark Schoeff Jr.
BNY Mellon plans to launch ETF focusing on innovation space
ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

By Bloomberg
More advisors are jumping on the bitcoin bandwagon
RIA NEWS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

By Jeff Benjamin
ChatGPT’s ability to make a market-beating ETF is put to the test
FINTECH JAN 27, 2023
ChatGPT’s ability to make a market-beating ETF is put to the test

The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.

By Bloomberg
Portfolio manager providing retirement investors diversification, defense
RETIREMENT PLANNING JAN 26, 2023
Portfolio manager providing retirement investors diversification, defense

Fund manager Michael Cuggino talks about the value that asset classes like precious metals and real estate can provide.

By Gregg Greenberg
Popular 401(k) funds off to strong start in 2023
RETIREMENT PLANNING JAN 25, 2023
Popular 401(k) funds off to strong start in 2023

After tanking in 2022, some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.

By Bloomberg
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus
RIA NEWS JAN 25, 2023
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus

Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.

By Jeff Benjamin
New software aims to reduce risk in target-date funds
RETIREMENT PLANNING JAN 23, 2023
New software aims to reduce risk in target-date funds

Soteria blends personalized safe-landing target-date fund glide paths with the personalization of managed accounts.

By Gregg Greenberg
SPY celebrates birthday, marking 30 years of ETFs
MUTUAL FUNDS JAN 23, 2023
SPY celebrates birthday, marking 30 years of ETFs

Here are some key events in the evolution of exchange-traded funds as the SPDR S&P 500 ETF hits 30.

By InvestmentNews
With yields on cash climbing, advisors struggle to keep some clients in stocks
RIA NEWS JAN 20, 2023
With yields on cash climbing, advisors struggle to keep some clients in stocks

Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.

By Jeff Benjamin
Vegan ETF gets ‘carbon neutral’ rating without credits
ETFS JAN 18, 2023
Vegan ETF gets ‘carbon neutral’ rating without credits

The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.

By Emile Hallez