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Is there an ETF version of that? Mutual funds fall out of favor with advisors
Tax efficient and usually cheaper, ETFs are gaining ground in portfolios, including active products.
SMAs outpace mutual funds for wealthier clients, report shows
Interest in separately managed accounts goes along with greater use of taxable accounts, according to Hearts & Wallets.
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Anti-ESG’s punching bag, BlackRock, keeps rolling with new ESG funds
The biggest sustainable fund manager in the country is preparing to launch several more products.
ESG study shared with SEC reveals fund labels are often useless
The researchers used data-analytic tools to establish that language in many funds’ prospectuses lacked clarity .
Invesco bets on $18B in BlackRock assets being up for grabs
Two new Invesco ETFs track tech indexes abandoned by iShares ETFs; Invesco is also waiving fees on the new funds for six months to entice investors.
Why ETF track records are becoming an afterthought
Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
Morningstar expands analysis of ESG commitments by asset managers
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
Fidelity opens securities lending platform to all comers
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
Fund manager finds way around capital gains distributions
Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.
Morningstar analyst ratings hit another speed bump
Errors in computer-generated reports on mutual funds lead to a classic Twitter dust-up in which a disgruntled fund manager challenged the company's analysis of his funds.
Women make up 14% of all fund managers, and the U.S. lags behind that global average
Morningstar data show women are making little progress breaking into the ranks of portfolio managers.
Wells Fargo Asset Management sold to private equity for $2.1 billion
Nico Marais will stay on as CEO of the $603 billion business after the sale to GTCR and Reverence Capital Partners, while there will be fresh faces on the board.
Putnam latest old-school fund firm to sell semitransparent ETFs
The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.
Blue wave unleashes demand for clean-energy ETFs
More than $1 billion poured into a pair of clean-energy exchange traded funds last week as the as the Democratic wins in the Georgia runoff increased the odds that President-elect Joe Biden’s energy policies will come to fruition.
Dalia Blass to exit as SEC investment management chief in January
Blass led the division’s work on updating rules for ETFs, BDCs and closed-end funds
ICI says e-delivery of fund documents should be made easier
The trade group files a comment letter with the SEC with suggestions on how to modernize disclosures
JPMorgan enters green ETF arena with carbon fund
The passive fund tracks a gauge that screens the Russell 1000 Index for companies trying to reduce their carbon footprint
CIOs live in a world of nonstandard data
Retirement plan and investment data seldom come in a common format, making CIOs' jobs trickier
DFA plans $20 billion dive into ETF market
In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds
