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Market volatility brings alternative investments back into focus

October 19, 2018

At least on paper, it should be easy to make the case for allocating portfolio assets toward more alternative strategies designed to reduce some of the risk imbedded in a 10-year bull market for stocks. Reality, however, shows that investors...

10 fund categories that survived the stock market pullback

October 12, 2018

October’s burst of stock market volatility caught some investors by surprise, while possibly putting a smile on the faces of investors waiting patiently for exactly this kind of pullback. Over the 30 days ended Oct. 11, the S&P 500 Index fell...

10 top-performing ESG funds

October 8, 2018

As socially responsible investing grows in popularity, the perception that such investments lag mainstream options is fading. For example, take a look at the top performers this year through Sept. 30 among funds that qualify for Morningstar...

10 best-performing fixed-income funds in Q3

October 2, 2018

While stocks raced ahead in the third quarter, bonds put in a less impressive performance. Fixed-income securities are overshadowed by rising rates, with the Federal Reserve’s 25-basis-point rate hike last Wednesday its eighth such move since...

New Jersey fiduciary rule could be first of many among states post-DOL

September 26, 2018

New Jersey's push for a fiduciary rule governing brokerage firms in the state could be the first of many similar rules issued by other states following the death of the Department of Labor's fiduciary regulation earlier this year. New Jersey...

Cash comes into focus as interest rates continue ascent

September 26, 2018

Cash, an asset class that's been in the doldrums for the better part of a decade, is beginning to show signs of life. The Federal Reserve cut its benchmark interest rate to near zero a decade ago in an effort to stoke the American economy in...

What advisers get wrong about investors

September 24, 2018

Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according...

Former CEO of AllianceBernstein raises $4 billion to launch fund company

September 20, 2018

Peter Kraus, the Wall Street veteran who recently led AllianceBernstein Holding, is starting a mutual fund company — and aiming to shake up the industry's traditional fee model. Italian insurer Assicurazioni Generali is backing Mr. Kraus's...

InvestmentNews debuts impact investing documentary at the UN

September 11, 2018

As women and millennials lead the charge on impact investing, financial advisers are learning how to have conversations with clients on the subject. InvestmentNews debuted a documentary short at the 2018 Sustainable Investing Conference at the...

Tax Reform 2.0 adds to momentum for open MEPs

September 11, 2018

The House of Representatives is building on recent momentum to enact a popular retirement-security measure seeking to make it easier for small businesses to offer workplace savings plans. Rep. Kevin Brady, R-Texas, chairman of the House Ways...

How do you spell investor relief in a bear market? E-T-Fs

September 8, 2018

Nine years into a bull market with rocketing growth in stocks like Amazon and Apple, investors are wary of equities. Providers of exchange-traded funds have played to that sentiment by rolling out ETFs that attempt to protect investors from...

Active managers fall further behind indexes

August 23, 2018

Fewer stock pickers are beating their indexes, with value managers among the worst performers. Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to a Morningstar Inc. report. Pickers...

Many of the best financial jobs for women aren't on Wall Street

August 10, 2018

Women who want to manage money seem to be having better luck doing it someplace other than Wall Street. U.S. firms with the highest share of female portfolio managers are located thousands of miles from Manhattan, according to new Morningstar...

Top 10 worst performers among bear-market funds

August 8, 2018

If betting on a stock market pullback is your thing, the mutual fund industry offers plenty of options. But InvestmentNews thought it would be interesting to provide some perspective on what a bear-market strategy might feel like. Fund data...

American Funds offering TDFs in collective investment trusts

August 3, 2018

Capital Group, the asset manager behind the American Funds investment brand, is planning to offer its target-date mutual funds in a collective-investment-trust-fund vehicle later this year, in a move to seize on the growing popularity of CITs...

3 ways advisers should prepare for ESG conversations with 401(k) clients

August 2, 2018

Retirement plan advisers likely won't know when environmental, social and governance investing — also known as sustainable investing and impact investing — factors will be of interest to clients. That's why they need to develop a plan in...

Morningstar to replace funds in its managed portfolios with nine of its own

July 12, 2018

Morningstar Inc. will start replacing the mutual funds in its managed portfolios with nine funds of its own, removing a layer of costs embedded in the current fee structure, the company said Thursday. The Morningstar funds were declared effective...

Opaque, outdated 401(k) plan disclosures harming investors, advisers

June 20, 2018

Opaque and outdated 401(k) plan disclosures are harming investors and financial advisers trying to gauge whether rolling money out of a workplace retirement plan is in the client's best interest, Morningstar Inc. argues in a new report. The...

Small-cap stocks unfazed by trade tensions

June 19, 2018

Sometimes, you manage to get things half right, and that turns out to be all wrong. For example, you might be correct in assuming that the rope bridge is the best route across Casket Canyon. This would be wrong, however, if you overlooked an...

Which stock sectors are most likely to raise dividends? It matters a lot

June 15, 2018

Dividends are a significant part of the total return from stocks. But rather than evaluating stocks based on recent dividends, investors should ask: "How likely are my holdings to raise their dividends?" A recent research paper by Morningstar...

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