Displaying 56 results
Climate activist takes aim at Vanguard
The campaigner who was instrumental in pushing BlackRock to act against climate change is now taking aim at Vanguard Group.
$1.8 billion mutual fund halts redemptions over alleged fraud
The manager of the Infinity Q liquid alt fund was fired after being accused of fudging asset values. The fund could not value its assets for purposes of calculating its net asset value.
BlackRock allows crypto exposure in two funds
The fund manager added Bitcoin futures as an eligible investment for two of its funds, according to SEC filings.
CITs are sweeping through the retail 401(k) market
Collective investment trusts are all about pooling assets, which is at the heart of the value of DC plans
DFA plans $20 billion dive into ETF market
In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds
Sutter Health hit with second lawsuit over $3.7 billion DC plan
The class-action cases point to allegedly excessive investment management fees
Congressman wants to slow mutual fund fee litigation
Plaintiffs would face a hurdle in filing 36(b) claims against fund providers
SEC orders advisory firm to pay $356,580 over fee disclosures
Signature Financial Services is the latest adviser to be caught in the regulator's 12b-1 fee dragnet
Active management fails to impress amid 2020 markets
The Morningstar analysis of results so far this year does not bode well for active managers
Fidelity offers first Bitcoin fund
The passively managed fund will be available to qualified purchasers, with the minimum investment set at $100,000
SEC proposes easing reporting requirements for funds
Funds would be required to report holdings quarterly if they have at least $3.5 billion of equities, up from the current threshold of $100 million
As pandemic rages on, ESG funds shine brightly
Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk
By the Numbers: Mutual fund flows
InvestmentNews' Chief Content Officer George Moriarty looks at asset flows for equity and fixed-income funds during the first quarter
By the numbers: Mutual funds
How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.
SEC lifts borrowing rules for funds hit by liquidity crunch
The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests
By the Numbers: Mutual funds
How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions
Investing styles will take on an active approach
A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade
Fund merger puts Vanguard investors into higher-priced version
Asset manager consolidates two actively managed funds to better compete with index products
Fidelity’s new mutual funds target HSA investments
The products encourage clients to use health savings accounts as investment vehicles
