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New ETF bets on companies led by women
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
Finding potential upside in markets and the economy
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
After rough ride in ’22, 60/40 portfolio looks poised for solid ’23
The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.
Bob Doll’s predictions for 2023 paint less scary picture of year ahead
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
Can the 60/40 portfolio stage a comeback in 2023?
The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.
Appeal of higher yields has more advisers trading individual bonds instead of funds
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
Northern Trust report upends traditional way of looking at risks versus returns
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
Morningstar CEO on how direct indexing makes investing fun
In the second part of ESG Clarity's interview, Kunal Kapoor talks passives, personalization and proxies.
Advisers should brace for the relentless case for direct indexing
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
Vatican report on faith-based investing crosses into ESG territory
The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.
Alternative investments manager Ballast Rock joins RIA game
Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
Fidelity takes another bite of ETF market by converting six mutual funds
The converted ETFs will join a small but growing universe of transparent active strategies.
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.
Investors remain positive on stocks even while cutting spending, survey shows
A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.
Activist investor challenges Envestnet’s poor stock performance
Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.
Demand for alternative investments points to major portfolio reallocations
Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.
SPAC boom over, NYSE moves to delist warrants of Schorsch-backed company
The exchange said the warrants weren't suitable for listing because of their extremely low pricing.
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.
McKinsey: Asset managers need to trim overhead just to keep up in this market
The industry's overhead grew by $71 billion over the past decade, according to a new report, and the solution will be fewer products, de-layered workforces and more reliance on technology.
