How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.
The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests
How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions
A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade
Asset manager consolidates two actively managed funds to better compete with index products
The gap between some funds' price and the value of their assets could lead to problems
The plan temporarily permits the use of its exchange stabilization fund to guarantee money market funds
The inflows into SPY came as the S&P 500 Index plunged amid fears about the economic fallout from the coronavirus
The company has been sued again over its use of its own products in its retirement plan
The newer product line has a different approach to asset allocation than most other target-date funds
Registered investment advisers will have 45 extra days to file ADVs, brochure updates
The cash prices of some of the most actively traded bond funds are at a steep discount to the value of their underlying assets
Supply is set to get squeezed as the coronavirus scare causes demand for Treasuries to soar
The asset manager’s $3 billion Money Market Portfolio will focus on issuers that meet its environmental criteria
Most high-net-worth individuals would be better off investing in small-cap securities via mutual funds and ETFs
Other priorities: Probing whether ESG funds live up to the hype, zeroing in on fee conflicts
Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities
Calvert and MFS among the top firms recognized
The products encourage clients to use health savings accounts as investment vehicles
