Mutual Funds

Displaying 5344 results
ETF strategy that avoids noise of open markets will arouse adviser curiosity
INVESTING RIAS NOV 03, 2022
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.

By Jeff Benjamin
The ESG case for direct indexing
INVESTING ESG NOV 02, 2022
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.

By Emile Hallez
Vanguard to begin testing proxy voting pilot program for retail clients early next year
INVESTING ESG NOV 02, 2022
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.

By Bloomberg
Junk-bond ETF sees almost $1 billion of inflows ahead of Fed
INVESTING MUTUAL FUNDS OCT 31, 2022
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.

By Bloomberg
Liquid alts funds see inflows while mutual funds see record outflows
INVESTING RIAS OCT 31, 2022
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.

By Jeff Benjamin
Tech stocks weigh on funds popular with 401(k) plans
INVESTING EQUITIES OCT 31, 2022
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.

By Bloomberg
Capital Group launches 3 actively managed fixed-income funds
INVESTING MUTUAL FUNDS OCT 28, 2022
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.

By Bloomberg
Dividend ETFs see record $50 billion allocation bonanza so far this year
INVESTING MUTUAL FUNDS OCT 26, 2022
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.

By Bloomberg
Premium fees and so-so returns on some ‘ESG’ funds
INVESTING ESG OCT 26, 2022
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.

By Emile Hallez
ETF would give retail access to catastrophe bonds
INVESTING LIFE INSURANCE AND ANNUITIES OCT 19, 2022
ETF would give retail access to catastrophe bonds

The ESG product would seek to expand disaster coverage and provide pricing transparency.

By Emile Hallez
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
INVESTING RIAS OCT 17, 2022
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.

By Jeff Benjamin
Sustainable Leaders files for energy transition ETF
INVESTING ESG OCT 17, 2022
Sustainable Leaders files for energy transition ETF

The product appears to be the first retail fund that the Boston-based institutional manager would provide.

By ESG Clarity
ESG group takes aim at Vanguard over stewardship
INVESTING ESG OCT 17, 2022
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.

By Emile Hallez
Schwab responds to investor activism by giving fund shareholders more say in proxy voting
INVESTING FINTECH OCT 13, 2022
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.

By Jeff Benjamin
Advice industry tilts toward model portfolios as surest path to building scale
INVESTING RIAS OCT 12, 2022
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.

By Jeff Benjamin
Simplify donates ETF’s $100,000 net profit to cancer group
INVESTING MUTUAL FUNDS OCT 12, 2022
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.

By InvestmentNews
Rising interest rates make cash management fun again
INVESTING EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

By Jeff Benjamin
DOL set to finalize ESG rule for retirement plans
INVESTING RETIREMENT PLANNING OCT 07, 2022
DOL set to finalize ESG rule for retirement plans

The final rule is coming out at a time when sustainable investing has become a political flashpoint.

By Emile Hallez
Joe Biden lights up marijuana stocks
INVESTING ALTERNATIVES OCT 07, 2022
Joe Biden lights up marijuana stocks

The presidential pardon for those with marijuana convictions was interpreted as a step toward federal decriminalization and sparked a rally in funds offering exposure to cannabis companies.

By Jeff Benjamin
New ETFs would package best, worst of Jim Cramer's stock picks
INVESTING EQUITIES OCT 06, 2022
New ETFs would package best, worst of Jim Cramer's stock picks

Tuttle Capital Management is seeking SEC approval to launch two active ETFs populated with the 'Mad Money' host's favorite stocks.

By Jeff Benjamin