Displaying 21 results
Lipper awards celebrate strong year for mutual fund industry
116 funds were recognized with a Lipper Fund Award over the five-year period, and 108 funds won the prestigious trophy for the 10-year period.
Money floods into active ETFs that look somewhat passive
While a record $100 billion has flowed into actively managed exchange-traded funds this year, the funds getting the bond aren’t traditional bond and stock pickers.
Boom in new ETFs defies saturation warnings
'Is this the year of the bond ETF? Certainly flows seem to be shouting that from the rooftops,' says VettaFi's Lara Crigger.
DFA request for ETF share classes marks tipping point for legacy fund companies
The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.
Competition for active ETF dominance heats up
JPMorgan Asset Management’s Bryon Lake projects that active ETFs in the US will grow over the next five years to $3 trillion from $384 billion currently.
Mutual-fund-to-ETF conversions fail to wow investors
More than a third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
Big Three’s grip on ETF market continues to slip
Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.
JPMorgan, money managers pushing back against proposed SEC names rule
The agency is floating tighter rules that would require certain funds to have at least 80% of assets correspond to investment strategies listed in their names.
Pensions ahead of ESG funds on proxy votes
Compared with general shareholder votes, defined-benefit programs were much more likely to support resolutions around ESG governance and worker protection.
SEI introduces model portfolios using Dimensional ETFs
The suite of six portfolios can be accessed on SEI’s platform for advisers.
Dimensional’s ESG boss voices doubts over industry promises
‘No compelling evidence’ of ESG’s impact on cost of capital, says Jim Whittington of Dimensional Fund Advisors.
Get schooled in the ABCs of ESG
The resources available to advisers who have an interest in the subject have grown, including certificate programs from the CFA Institute and the National Association of Plan Advisors.
Dimensional preps low-carbon ETFs
The four exchange-traded funds aim for lower emissions exposure than comparable products, the fund manager said.
Dimensional plans four do-good funds in latest ETF expansion
The funds will focus on investments in stocks and bonds worldwide that are associated with low emissions of greenhouse gases.
JPMorgan kicking off $9 billion of mutual fund-to-ETF switches
It’s the first of four planned conversions by the firm that will shift around $9 billion of assets into exchange-traded funds by mid-June.
Dimensional cuts fees on 50 funds
The asset manager is lowering fees on 47 mutual funds and three ETFs, which it says amounts to a 13% reduction on an asset-weighted basis.
Franklin Templeton joins shift to low-cost ETFs
The asset manager plans to convert two mutual funds holding roughly $250 million in assets into exchange-traded funds by the third or fourth quarter of next year.
Dimensional signals big ETF push
The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.
Motley Fool to convert its mutual funds into ETFs
The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.
DFA shifting $26 billion of mutual funds into ETFs
Quant giant Dimensional Fund Advisors has laid out a timeline for converting funds into exchange-traded funds.
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