Results for "index funds"

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iShares says not so fast on passive investing winning the day

January 13, 2015

The success of exchange-traded funds is incorrectly being interpreted as a victory for passive investing, according to executives at BlackRock Inc.'s iShares, which won a third of the U.S. ETF industry's record $242 billion haul last year. Instead,...

Utility, consumer stocks can play defense when market volatility spikes

January 12, 2015

With the price of oil falling and stock market volatility climbing, extra emphasis on portfolio defense might be in order, at least for the near term. “I don't think this will be the way it is all year, but if you're expecting more volatility...

Supreme Court may weigh in on iShares case

January 9, 2015

The Supreme Court has been asked to consider a case involving claims that BlackRock Inc. retains too much of what it makes for lending securities held by its exchange-traded funds. Two clients of the popular iShares ETFs recently petitioned...

Hedge fund employees enjoy the fruits of their labor

January 9, 2015

Hedge fund employees enjoy the fruits of their labor, even if that labor didn't bear much fruit. Average compensation at $368k Pimco and JPMorgan add their seal of approval by jumping on the smart beta bandwagon. The fundamental-indexing category...

Advisers preach calm, buckle in as markets bounce

January 8, 2015

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments....

Advisers punished for diversifying globally

January 8, 2015

As mutual fund investors have warmed up to investing outside the United States, financial markets have punished them for doing so. After 2013 paid those investors a handsome gain (“foreign large blend” funds as tracked by Morningstar Inc....

ETF managers, bringing in historic levels of cash, still preparing for a bear

January 6, 2015

Even as U.S. stocks notched their sixth straight year in the black in 2014, investors weren't the only ones to ask when the music would stop. ETF managers, whose mostly index-tracking products will follow the market down just as they followed...

U.S.: The global economic bright spot

January 6, 2015

As we embark on a new year, the United States is the brightest spot in the global economy. The U.S. recovery, now in its sixth year, has transitioned to a more robust phase, leading to our most positive outlook in almost 10 years. U.S. strength...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

Nasdaq acquires top RIA in 'smart beta' play

January 5, 2015

Nasdaq, one of the top builders of the indexes backing ETFs, said Monday it would acquire an investment advisory firm that specializes in souped-up “smart beta” benchmarks. The Nasdaq OMX Group Inc.'s $225 million cash-and-debt deal for...

Latest twist in robo-advice: Actively managed funds

January 5, 2015

Schreiner Capital Management is turning up the heat on the fast-evolving robo-advice game by employing actively managed and alternative-strategy mutual funds on a new platform called ALTS. The use of active funds in a robo-adviser is believed...

$6.3B money manager looking for bargains in oil, European industrials

January 3, 2015

At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies...

The predictable downside of chasing performance

December 31, 2014

Chasing performance is almost always a bad strategy, so don't make it yours in 2015. The culprit is risk. Despite the steady drumbeat to the contrary, active management is not dead. Investing is getting more diversified and less expensive. In...

As hot as liquid alts are, most can't compete against the bull market

December 31, 2014

Another strong year for stocks and another round of head scratching for investors in liquid alternative strategies that are mostly designed to hedge the risks associated with market downturns. While there are always exceptions when it comes...

Case for active management gets stronger every day as stocks power ahead

December 30, 2014

Past performance notwithstanding, investors are expected to emphasize active portfolio management over passive indexed investing in the year ahead. “The more conservative you are, and lower risk tolerances puts you in active management,”...

Cheap oil is drawing bargain hunters to energy ETFs

December 30, 2014

Bargain hunters pour into energy sectors, betting big that oil prices will bounce back up. 'The picture is not as bleak as it may seem.' Hedge funds might be closing in on a sixth straight year of lagging the S&P 500, but that doesn't mean they...

From big rallies to fallen (bond) kings, we saw it all in 2014

December 29, 2014

Of all the twists, turns and surprises of 2014, cheap oil has to be among the most pleasant. While there is plenty of risk facing the global energy industry and capital markets, it is hard to think about that when you're filling your tank for...

Why the financial markets get so excited by revised growth numbers

December 24, 2014

What it means when economic growth is better than people expected. Mohamed El-Erian breaks it down. Underscoring the global divergence in growth. It has been a good year for Warren Buffett, bad bets and all. Don't bet against the U.S. Gold investors,...

Russia troubles worry big investors

December 22, 2014

Falling oil prices, a plummeting currency, sanctions and the threat of capital controls in Russia are forcing investors and index providers to intensify their focus on that market. The price of a barrel of oil has dropped sharply since the summer,...

Coming off a big year, Janus files for exotic ETFs

December 19, 2014

Janus Capital Group Inc. this year has already snagged the world's most famous bond fund manager and acquired a manufacturer of exchange-traded funds. But it has even bigger plans in the ETF market, and they go beyond Bill Gross, according to...

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