Mutual Funds

Displaying 5344 results
ESG investments move a step closer to strict definitions and certification
INVESTING ESG OCT 05, 2022
ESG investments move a step closer to strict definitions and certification

Fintech firms are joining forces to help investors avoid the pitfalls of greenwashing.

By Jeff Benjamin
iShares files for three more ‘ESG aware’ ETFs
INVESTING ESG OCT 05, 2022
iShares files for three more ‘ESG aware’ ETFs

The world’s biggest asset manager keeps rolling out sustainability themed products.

By Emile Hallez
Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe
INVESTING MUTUAL FUNDS OCT 05, 2022
Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe

Nearly $45 billion flowed into Vanguard ETFs in the third quarter, compared to BlackRock Inc.’s $25 billion haul.

By Bloomberg
Market pain boosts case for adding alternatives to retirement accounts
INVESTING RETIREMENT PLANNING OCT 04, 2022
Market pain boosts case for adding alternatives to retirement accounts

An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.

By Gregg Greenberg
Schwab adds 800 funds to no-transaction-fee program
INVESTING RIAS OCT 04, 2022
Schwab adds 800 funds to no-transaction-fee program

The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.

By InvestmentNews
Hennessy to add ESG ETF from Stance Capital
INVESTING ESG SEP 30, 2022
Hennessy to add ESG ETF from Stance Capital

The $40 million fund invests at least 80% of its net assets in stocks of large cap companies that meet ESG criteria determined by the portfolio managers.

By ESG Clarity
BlackRock plans crypto ETF that tracks firms with exposure to metaverse
INVESTING ALTERNATIVES SEP 30, 2022
BlackRock plans crypto ETF that tracks firms with exposure to metaverse

The fund might include firms that have products or services tied to virtual platforms, social media, gaming, digital assets and augmented reality.

By Bloomberg
‘Expert’ investors value ESG more than novices
INVESTING ESG SEP 29, 2022
‘Expert’ investors value ESG more than novices

A Schroders study, which surveyed more than 23,000 individuals globally, found people seek sustainable investments for multiple reasons.

By ESG Clarity
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening
INVESTING RIAS SEP 28, 2022
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

By Jeff Benjamin
Schwab to launch Schwab Municipal Bond ETF with ultra-low fee
INVESTING ETFS SEP 28, 2022
Schwab to launch Schwab Municipal Bond ETF with ultra-low fee

The new fund will have an expense ratio of just 0.03%. That’s lower than even The Vanguard Group’s $17 billion muni ETF, which charges 0.05%.

By Bloomberg
Vanguard sends up the white flag on struggling factor-based strategy
INVESTING EQUITIES SEP 26, 2022
Vanguard sends up the white flag on struggling factor-based strategy

The index fund giant is making history with its first-ever shuttering of a U.S.-listed ETF, but it's not elaborating on its plans for its five other factor-based funds.

By Jeff Benjamin
Traders flocking to cash instead of moving capital into riskier assets
INVESTING MUTUAL FUNDS SEP 26, 2022
Traders flocking to cash instead of moving capital into riskier assets

Cash saw inflows of $30 billion in the week through Sept. 21 with the vast bulk now earning upwards of 2%, with pockets paying 3%, 4% or more.

By Bloomberg
New ETF centers on carbon trading futures
INVESTING ESG SEP 16, 2022
New ETF centers on carbon trading futures

The Carbon Strategy ETF, which is listed on NYSE Arca, will hold futures contracts on carbon allowances in emissions trading systems in Europe and North America.

By Emile Hallez
ETFs that track stock trades of members of Congress planned
INVESTING MUTUAL FUNDS SEP 16, 2022
ETFs that track stock trades of members of Congress planned

A pair of exchange-traded funds would analyze the financial disclosure of lawmakers from both parties and their spouses and dependent children.

By Bloomberg
J.P. Morgan adds three active ETFs with ESG themes
INVESTING ESG SEP 14, 2022
J.P. Morgan adds three active ETFs with ESG themes

The firm's other active sustainable exchange-traded fund, Climate Change Solutions, launched in 2021.

By Emile Hallez
AllianceBernstein enters ETF arena with its first set of active ETFs
INVESTING MUTUAL FUNDS SEP 14, 2022
AllianceBernstein enters ETF arena with its first set of active ETFs

The asset manager's initial lineup includes the Ultra Short Income and Tax-Aware Short Duration Municipal ETFs.

By Bloomberg
Single-stock ETFs take the field but many yellow flags are falling
INVESTING RIAS SEP 12, 2022
Single-stock ETFs take the field but many yellow flags are falling

Regulators, analysts and financial advisers worry the easy access to enhanced performance will hurt unsophisticated investors.

By Jeff Benjamin
Advisers to fill portfolio chinks with fixed income and alts 
INVESTING ALTERNATIVES SEP 12, 2022
Advisers to fill portfolio chinks with fixed income and alts 

While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.

By Devin McGinley
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
INVESTING RIAS SEP 09, 2022
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January

The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.

By Jeff Benjamin
Big change is coming for 401(k)s
INVESTING OPINION SEP 06, 2022
Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

By Mitchell Shames