Mutual Funds

Displaying 5359 results
Why RIAs should look at PE the way PE looks at RIAs
RIA NEWS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

By Jeff Benjamin
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs
ETFS FEB 17, 2022
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs

Purshe Kaplan Sterling allowed its agents to conduct thousands of transactions involving the complex products as investment adviser reps for another firm.

By Mark Schoeff Jr.
Amundi gives fund an ESG makeover
MUTUAL FUNDS FEB 16, 2022
Amundi gives fund an ESG makeover

The Pioneer Global Sustainable Equity Fund will invest at least 80% of net assets in ESG-friendly holdings.

By InvestmentNews
Metaverse ETFs are the hot new thematic investment
ALTERNATIVES FEB 14, 2022
Metaverse ETFs are the hot new thematic investment

Investors are piling into exchange-traded products that offer exposure to companies jockeying to create virtual realities.

By Sean Allocca
CITs claim larger share of target-date market
RETIREMENT PLANNING FEB 11, 2022
CITs claim larger share of target-date market

The growth in the use of collective investment trusts, which trend to charge lower fees, reflects the pressure to cut costs.

By InvestmentNews
Energy sector rally exposes Achilles' heel of ESG investing
EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

By Jeff Benjamin
Half-point Fed hike in March is a coin flip after hot inflation
MUTUAL FUNDS FEB 10, 2022
Half-point Fed hike in March is a coin flip after hot inflation

U.S. consumer prices jumped in January by more than expected, representing a bigger hit to Americans’ paychecks as inflation charges ahead at the fastest pace since 1982.

By Bloomberg
Q4 2021 top fixed-income ETFs
FINTECH FEB 09, 2022
Q4 2021 top fixed-income ETFs

See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows

By InvestmentNews
Q4 2021 top equity mutual funds
EQUITIES FEB 09, 2022
Q4 2021 top equity mutual funds

See the top 50 equity funds ranked by quarterly returns, the top 25 equity funds ranked by largest Inflows, and the top 25 equity funds ranked by largest outflows

By InvestmentNews
Q4 2021 top fixed-income mutual funds
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

By InvestmentNews
Q4 2021 top equity ETFs
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top equity ETFs

Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows

By InvestmentNews
Harbor Capital eyes mutual fund conversions in major ETF push
MUTUAL FUNDS FEB 09, 2022
Harbor Capital eyes mutual fund conversions in major ETF push

After launching its first ETFs in 2021, the Chicago-based firm wants to have as many as 12 by the end of the year.

By Bloomberg
Billions flowing into cash-like ETFs ahead of Fed hike
MUTUAL FUNDS FEB 08, 2022
Billions flowing into cash-like ETFs ahead of Fed hike

Traders are moving into exchange-traded funds focused on ultra-short instruments like Treasury bills, while offloading ETFs holding longer-dated debt.

By Bloomberg
The SEC wants to know your views on Bitcoin ETFs
ALTERNATIVES FEB 07, 2022
The SEC wants to know your views on Bitcoin ETFs

The agency is asking the public to comment on recent applications for exchange-traded funds linked directly to the price of Bitcoin and whether such funds could be a vehicle for fraud.

By Bloomberg
ETFs give advisers varied tools for fighting inflation
RIA NEWS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

By Jeff Benjamin
Cryptocurrency giant launches push to become ‘world-class ETF issuer’
ALTERNATIVES FEB 03, 2022
Cryptocurrency giant launches push to become ‘world-class ETF issuer’

Future of Finance ETF is designed to track companies that are 'actively building and advancing the digital economy.'

By Bloomberg
Janus Henderson investors pull $5.2 billion as exodus persists
MUTUAL FUNDS FEB 03, 2022
Janus Henderson investors pull $5.2 billion as exodus persists

The fourth quarter marked the 17th straight quarter of net outflows for the asset manager, giving activist investor Nelson Peltz more leverage to push for changes.

By Bloomberg
AllianceBernstein makes late push into ETFs
ETFS FEB 02, 2022
AllianceBernstein makes late push into ETFs

AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.

By Jeff Benjamin
Worst-ever outflows for SPY ETF as QQQ bleeds most since dot-com
MUTUAL FUNDS FEB 02, 2022
Worst-ever outflows for SPY ETF as QQQ bleeds most since dot-com

Monday rally met with biggest SPY exit in almost four years as investors ditched largest ETFs during January stock drama.

By Bloomberg
Rising crypto star faces SEC, volatile markets
ALTERNATIVES JAN 31, 2022
Rising crypto star faces SEC, volatile markets

Ophelia Snyder, 29, is already managing $2.5 billion. She is now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.

By Bloomberg