Results for "index funds"

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Fiduciary safe harbor for index funds faces uphill battle

June 5, 2015

A plan by the Department of Labor to allow brokers to sidestep stringent requirements for giving advice on retirement accounts if they sell index funds or other approved products faces an increasingly uphill battle. This week, a top trade group...

Vanguard's China play ups the ante for industry

June 3, 2015

The Vanguard Group Inc.'s unexpected announcement this week that it will add exposure to China's high-flying but tightly regulated onshore markets accelerates competition among fund sponsors to provide the broadest exposure to global markets....

June gloom looms for stocks: A buying opportunity?

June 1, 2015

June has been a bad month for stocks and this year looks to continue the pattern. June gloom looms. Should you buy any dips? What are U.S. fund managers up to? Tweaking portfolios Oil, oil everywhere. This month's OPEC meeting could be huge....

The heavy downer of seeing GDP revised downward

May 29, 2015

A downward revision of first quarter GDP can be called an aberration, but that won't make it any less bad. Negative economic growth Benchmarking your portfolio, and actually getting it right. Putting things back into perspective Forget about...

Financial advisers are putting ETFs in the driver's seat

May 27, 2015

Whether it's the liquidity, transparency, low cost or something else, financial advisers increasingly are favoring exchange-traded funds over mutual funds. The results of a Financial Planning Association survey of advisers showed that 81% are...

Financial markets can smell a rate hike coming

May 27, 2015

The equity markets are abruptly adjusting to the notion that the Fed might finally get off the sidelines and move forward with an interest rate hike. If not September, then definitely October, or most probably December, or January … The first...

F-Squared's assets down 33%; settlement fails to stanch outflows

May 26, 2015

F-Squared Investments Inc. lost its position as the top ETF portfolio strategist last quarter, as the boutique money manager's settlement of fraud charges failed to stanch nearly $8 billion in asset declines in the last year, according to Morningstar...

Even outside U.S., passive investments widen share of sales over active

May 19, 2015

Last month, Index funds tracking global equities gained their largest edge, in total sales, over actively managed funds since the financial crisis, Morningstar Inc. said Tuesday, as investors bypassed stock-pickers to capture the markets' strong...

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

United Capital pivots away from mutual funds to proprietary asset management program

May 14, 2015

United Capital Financial Advisers, one of the larger independent wealth management companies, is moving a growing share of its investors' portfolios out of mutual funds and into cheaper separate accounts it manages itself. And in a twist, the...

Global bond market selloff is now described as 'violent'

May 13, 2015

The global bond market selloff is starting to make the equity markets nervous. Risk reduction at work With interest rates still nailed to the floor, currency traders are the newest super heroes. More than $1 trillion worth of sovereign bonds...

Wirehouse advisers pile into euro-stock ETFs

April 24, 2015

A top investment strategist at Bank of America Merrill Lynch said financial advisers piling into funds that access European stocks while muting currency swings could continue to profit from that trade for at least another year. Currency-hedged...

With one quarter down, Bob Doll still likes his 2015 outlook

April 17, 2015

In a first-quarter checkup on his 2015 economic predictions, Bob Doll, chief equity strategist at Nuveen Asset Management, is giving himself a passing grade, while betting on a lot of help from consumers to carry through the rest of the year....

In Labor Department's fiduciary proposal, a nod to passive investing

April 17, 2015

Brokers who sell index funds may get a leg up from newly proposed requirements that would impose more stringent standards for professionals who provide advice on retirement accounts. The Department of Labor proposal would require brokers to...

Hillary Clinton goes after Wall Street

April 15, 2015

Hillary Clinton comes out swinging at the financial services industry. Taking issue with CEO compensation. No mention of her $300,000 speaking fees. Corporations are getting better at dodging the taxman. Among S&P 500 Index companies, 10% do...

Why 'smart beta' strategies deserve all the attention and assets they're attracting

April 14, 2015

Debated over whether it is fact, fiction, marketing or all of the above, 'smart beta' has been a growing point of contention in the asset management industry. Based more on the math than the marketing, these strategies are deserving of the attention...

'Beyond beta': better than 'smart'?

April 13, 2015

"Smart beta" is generating more and more traction as an investing category at the same time that the label continues to raise the hackles of the investing cognoscenti. (Once a strategy deviates from a traditional passive approach, doesn't it...

If you tread at all into the energy sector, tread lightly

April 9, 2015

Despite its size, Royal Dutch Shell's $70 billion acquisition of natural gas giant BG Group is far from a green light for investors to jump headlong into energy, even as some M&A experts forecast a wave of mergers in the industry. As entry points...

Point-Counterpoint: In the battle between active and passive management, which style wins?

April 9, 2015

Which method reigns supreme in the battle of active investing versus passive investing? Well, that depends on market conditions and a host of variables. The debate was reignited Tuesday among a group of experts on InvestmentNews' webcast “Point-Counterpoint:...

DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

April 9, 2015

For someone who really doesn't like the concept of smart beta, DoubleLine Capital LP portfolio manager Jeffrey Sherman sure has nailed the strategy. The 17-month-old DoubleLine Shiller Enhanced CAPE Fund (DSENX), which Mr. Sherman co-manages...

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