Results for "mutual funds & ETFs"

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Tiny ETF beats tech and everything else in second quarter

July 12, 2019

Forget oil, bonds and tech — if you wanted to make the most money from an exchange-traded fund last quarter, it was the market for transporting iron ore to China where investors really hit the jackpot. The Breakwave Dry Bulk Shipping ETF returned...

Panic sales rekindle debate over ETF liquidity

July 12, 2019

A couple of prominent investment funds are currently living through a portfolio manager's worst nightmare: So many customers are demanding their money back that withdrawals need to be frozen. Amit Deshpande, a former longtime risk manager, sees...

ESG funds hitting their stride with record-level inflows

July 12, 2019

Sustainable investing strategies have suddenly become the magic bullet for mutual funds and exchange-traded funds. The latest data from Morningstar Inc. show funds that focus on environmental, social and governance issues attracted $8.9 billion...

Ariel Investments promotes Mellody Hobson to co-CEO

July 11, 2019

Ariel Investments, the nation's largest African-American-owned asset management firm, has expanded the role of company president Mellody Hobson by promoting her to co-chief executive officer. The $13 billion Chicago-based money manager, which...

Surging demand turns solar panels into the hottest summer investment

July 10, 2019

Investments in solar energy have been shining brightly this year, and it's not just the summer heat wave that's pushing these stocks and funds to double- and triple-digit gains. The 56.6% surge from the start of the year in the $390 million...

World bond index adds climate-risk screen

July 9, 2019

For the first time ever, the sovereign debt issued by the world's developed nations is being indexed according to each country's climate-risk factors. The FTSE Climate Risk-Adjusted World Government Bond Index is the latest example of the expanding...

Embracing the highs and lows of cannabis investing

July 9, 2019

When it comes to investing risks and opportunities, there is currently nothing quite like cannabis. While its recreational use is still illegal at the federal level, the momentum behind a push to regulate marijuana alongside alcohol is unmistakable....

Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

July 9, 2019

Fidelity Investments said it is legally entitled to payments it receives in connection with 401(k) investments and that the collection of such fees has become necessary for record keepers given the prevailing economics of the industry. Fidelity,...

Cannabis ETFs face a 'day of reckoning'

July 8, 2019

There may be trouble ahead for the growing number of exchange-traded funds that invest in cannabis companies. Pot ETFs face a "day of reckoning" within the next couple of years as investor interest in the industry — which has returned more...

Morningstar emphasizes fees, performance in upgrade of fund ratings

July 8, 2019

In the latest iteration of its forward-looking analysts' ratings,​ Morningstar Inc. is placing more emphasis on fees and raising the bar for actively managed funds, which will be required to beat both their benchmark and their peer group to...

Correcting three misconceptions about ETFs

July 8, 2019

There are probably no hard numbers to prove it but I'm guessing the odds are good that, despite the increasing popularity of exchange traded funds, most investors don't really understand the mechanics of them. It's not that being an expert in...

Zombie ETFs liquidated at a record pace in first half

July 3, 2019

It's getting more and more difficult to prevail in the crowded market for exchange-traded funds. A record 58 ETFs were liquidated in the six months through June, marking the industry's worst-ever start to a year, according to data compiled by...

Active managers putting pressure on index funds

July 1, 2019

It's too early to claim a revival for active management, but based on the solid performance this year, it might also be premature to give up on active management all together. According to CFRA, in the first half of this year, 49% of actively...

American Century taps DFA vets for new factor-based business

June 26, 2019

If there was any doubt about American Century Investments' commitment to its expansion into the exchange-traded funds space, the $168 billion asset manager has put those doubts to rest with the launch of Avantis Investors. The new Los Angeles...

Bond ETFs nearing record inflows for first half

June 26, 2019

As the risk of an economic slowdown lingers, exchange-traded fund investors are seeking shelter in bond funds. They've poured about $72 billion into fixed-income ETFs this year through Friday, with the funds on track for their biggest first-half...

Should financial advisers be paying more attention to private equity?

June 24, 2019

Excitement for greater access to private-equity investments was sparked by a Wall Street Journal story Monday that The Vanguard Group may be pondering a move into the space. While the $5.2 trillion Malvern, Pa.-based asset manager told InvestmentNews...

Fed signal sends advisers into fixed-income scramble

June 21, 2019

The Federal Reserve Board's signal earlier this week that it is preparing for its first interest-rate cut in 10 years sent a chill through some corners of the financial planning industry, as rate cuts typically indicate rough times ahead. "We...

Weatherbie team turns Alger fund into a top performer

June 20, 2019

In the two years since Weatherbie Capital took over management of the Alger SMid Cap Focus Fund (ASMZX), the $570 million fund has pushed its way to top of the mid-cap growth category. Key changes under the management team of Joshua Bennett,...

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

June 19, 2019

As fears of an economic slowdown and a recession continue to climb, including new signs that the Federal Reserve​ is​ on track to cut interest rates later this year, financial advisers are revisiting the pros and cons of turning to gold...

4 things to look for when picking an ESG manager

June 19, 2019

Environmental, social and governance investment strategies continued to enjoy a significant increase in assets, rising $8.7 trillion in just two years to $12 trillion in the U.S. alone, according to a 2018 report from the US SIF Foundation....

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