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Vanguard extends TDF dominance with 'unbelievable' growth

March 6, 2018

Vanguard Group has extended its grip on the target-date-fund market over the past few years, as attention to low costs and passive management continues to offer substantial tailwinds for the fund giant. Vanguard controlled $623 billion in total...

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

Full list of 2018 Lipper Fund Awards winners

February 27, 2018

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Investing in bond funds when interest rates rise

February 23, 2018

The last time investors faced rising interest rates, one of us was investing paper route money and other wasn't even born yet. In other words, the idea of a rising rate environment isn't something we, or most advisers, have ever had to deal...

Is the REIT sell-off over?

February 23, 2018

If you're a homeowner, you know that even though they aren't making any more real estate, property values sometimes act as if they are churning out new continents from time to time. This is one of them. Does this mean real estate is undervalued?...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

What's the right number of funds in a 401(k) plan?

February 16, 2018

Just what is the optimal number of funds to have in a defined-contribution plan? It's a tricky question, and depends on a number of factors such as the profile and mindset of the plan sponsor and its employees. However, there's a sweet spot...

Sell-off grips credit funds

February 16, 2018

Investors pulled $14.1 billion from debt funds, the fifth-largest stretch of redemptions in the week through Feb. 14, according to a Bank of America Merrill Lynch report, citing EPFR data. High-yield bonds lost $10.9 billion alone, the second...

Infrastructure funds aren't yet feeling the love

February 14, 2018

President Donald J. Trump proposed a $1.5 trillion infrastructure program Monday, which may be one of the worst reasons to buy an infrastructure fund. But there are plenty of other reasons to go down that road — eventually. The infrastructure...

Target-date assets continue to climb

February 12, 2018

Target-date strategies continue to capture a growing portion of assets among the largest 1,000 U.S. retirement systems, Pensions & Investments' annual survey showed. For the 12 months ended Sept. 30, target-date strategies accounted for 20.4%...

SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

February 12, 2018

The Securities and Exchange Commission on Monday launched an initiative to waive fines against investment advisers who come forward and admit that they had been putting clients into high-fee mutual fund classes and agree to reimburse those clients....

Alternative funds suddenly look a whole lot better

February 8, 2018

If ever there were a time for alternative funds to shine, it would be now. And some of them are actually doing that. The Dow Jones industrial average has been gyrating like a dozen hamsters in an exercise wheel. Thursday, the blue-chip index...

In case of Ariel v. Ariel, the little Ariel triumphs

February 2, 2018

A federal appeals court in Illinois has reversed a lower court's decision that Florida-based RIA Ariel Capital Advisors had infringed on the trademarks of Chicago-based Ariel Investments, an asset manager. In March, a federal court in Chicago...

The mutual fund men's club needs more women

January 30, 2018

By now we know that having more women on leadership teams enhances businesses. We also know that women have qualities that make them good investors, such as their approach to risk. Why then are there still so few women money managers? The figures...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

House panel backs bill to scrap floating prices for money funds

January 22, 2018

The House Financial Services Committee has advanced a bill that would eliminate some of the strictures placed on the $2.8 trillion money market mutual fund industry in the wake of the financial crisis. The legislation, which was opposed by Fidelity...

Legislation would make it harder for investors to sue mutual funds over high fees

January 17, 2018

[Update: On Jan. 18, the House Financial Services Committee approved the Mutual Fund Litigation Reform Act, 31-25.] Legislation that would make it more difficult for investors to sue mutual fund companies for excessive fees was poised to advance...

Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

January 12, 2018

Chicago-based wealth management firm Segall Bryant & Hamill is acquiring Denver-based Denver Investment Advisors, creating a nearly $20 billion investment management and advisory firm. Segall, Bryant & Hammil is a 23-year-old firm with $12.4...

Morningstar sells Broadridge its board consulting services business

December 20, 2017

Morningstar Inc. has agreed to sell its board consulting services business to Broadridge Financial Solutions. The deal, which was announced Tuesday after the close of the stock market, is described as a way to expand the services that Broadridge...

ESG investing: Assessing the 'E,' 'S' and 'G'

December 19, 2017

During the holiday season, we like to turn our thoughts to good things: Puppies, charities and gift-wrapped Ferraris 488 GTBs. We may also turn our attention to investments that concentrate on a company's environmental, social and governance...

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