Mutual Funds

Displaying 5359 results
Deluge of ESG funds risks breaking point
MUTUAL FUNDS NOV 15, 2021
Deluge of ESG funds risks breaking point

The many new ESG funds being launched threaten to test the limits of investor demand.

By Bloomberg
Mutual fund investors brace for hefty capital gains taxes
EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

By Jeff Benjamin
Bitcoin futures ETF mania cools as Wall Street hits pause button
ALTERNATIVES NOV 04, 2021
Bitcoin futures ETF mania cools as Wall Street hits pause button

Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.

By Bloomberg
Hedging inflation requires tiptoeing through TIPS
RIA NEWS NOV 03, 2021
Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.

By Jeff Benjamin
Short-term ESG performance shines light on active management
MUTUAL FUNDS OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

By Jeff Benjamin
Vanguard, American Funds double down on model portfolio partnership
MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

By Jeff Benjamin
Advisers beware: Bitcoin futures ETFs are a game-changer
FINTECH OCT 25, 2021
Advisers beware: Bitcoin futures ETFs are a game-changer

Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.

By InvestmentNews
Bitcoin-linked ETFs attract record assets with strategy designed for traders
RIA NEWS OCT 22, 2021
Bitcoin-linked ETFs attract record assets with strategy designed for traders

The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.

By Jeff Benjamin
Bitcoin futures ETF fee war is heating up
ALTERNATIVES OCT 21, 2021
Bitcoin futures ETF fee war is heating up

VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.

By Bloomberg
BlackRock's Fink puts private equity on the front burner
ALTERNATIVES OCT 20, 2021
BlackRock's Fink puts private equity on the front burner

CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.

By Jeff Benjamin
Nationwide, Capital Group create target-date with annuity
RETIREMENT PLANNING OCT 19, 2021
Nationwide, Capital Group create target-date with annuity

The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.

By InvestmentNews
Finra set to review rules on sales of complex products
ALTERNATIVES OCT 19, 2021
Finra set to review rules on sales of complex products

The broker-dealer regulator's move comes as the SEC launches a study of the risks associated with complex exchange-traded products that could lead to rulemaking.

By Mark Schoeff Jr.
Bitcoin futures ETF opens with gain, explosive trading volume
ALTERNATIVES OCT 19, 2021
Bitcoin futures ETF opens with gain, explosive trading volume

About 6.4 million shares of the exchange-traded fund, worth roughly $264 million, changed hands in the first 20 minutes of trading.

By Bloomberg
SEC set to allow Bitcoin futures ETFs
ALTERNATIVES OCT 15, 2021
SEC set to allow Bitcoin futures ETFs

Unlike Bitcoin ETF applications that the regulator has previously blocked, the proposals by ProShares and Invesco are based on futures contracts, and the SEC isn't likely to block them from starting to trade next week.

By Bloomberg
Bond market dilemma: How to lower duration without sacrificing yield
OPINION OCT 12, 2021
Bond market dilemma: How to lower duration without sacrificing yield

Investors could benefit from investing in a lower-duration, diversified fixed-income solution that invests in high income-producing sectors, such as high-quality high yield or emerging market debt.

By Edward Kerschner and Ronald Stahl
Wall Street could get four Bitcoin futures ETFs this month
ALTERNATIVES OCT 08, 2021
Wall Street could get four Bitcoin futures ETFs this month

The applications the SEC will consider, for ETFs that hold Bitcoin futures, all follow a format that SEC Chair Gary Gensler has indicated could be received favorably by the regulator.

By Bloomberg
New ETF firm wants to shake up fixed-income investing
ETFS OCT 07, 2021
New ETF firm wants to shake up fixed-income investing

BondBloxx, founded by a group of former BlackRock executives, will offer fixed-income exchange-traded funds that target specific industry sectors.

By Bloomberg
Invesco rolls out two crypto-flavored ETFs
ALTERNATIVES OCT 07, 2021
Invesco rolls out two crypto-flavored ETFs

The two exchange-traded funds focused on digital assets and blockchain are being offered in partnership with Galaxy Digital Holdings.

By Bloomberg
ESG space should welcome the regulatory spotlight
ETFS OCT 06, 2021
ESG space should welcome the regulatory spotlight

Support from corporate executives and slick marketing is no match for rules and regulation when it comes to managing sustainable portfolios.

By Jeff Benjamin
ESG investors expect outperformance, still worry about greenwashing
RIA NEWS SEP 30, 2021
ESG investors expect outperformance, still worry about greenwashing

Schroders report shows that American investors in particular now view performance as the best attribute of ESG strategies.

By Jeff Benjamin