Displaying 102 results
Investor appetite for ETFs on the rise: Schwab
ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.
T. Rowe Price launches global ESG fund
The active fund for US investors will try to beat a global index, the MSCI All-Country World Index.
T. Rowe Price opens investment office in Shanghai
The office in the free-trade zone will serve as a home base for analysts covering China.
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.
T. Rowe Price names Rob Sharps president
Sharps succeeds Bill Stromberg, who remains the fund company's CEO and chairman. T. Rowe also named Céline Dufétel to the new position of chief operating officer.
Debut ETF issuers hit record this year
New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year
T. Rowe Price to launch new asset management business
The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues
T. Rowe Price to cut expenses on its Alaska 529 plans
Both in-state and national direct-sold plans will see reductions of 8.2%
Workers need more help with retirement plans: Report
401(k) providers improved service overall this year — but not when it comes to communicating about COVID-19, according to Cogent
Asset managers can no longer afford to avoid ETF market
The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business
T. Rowe Price finds a path to the ETF market
The traditional mutual fund provider plans to launch four semitransparent ETFs this month
Morningstar, Morgan Stanley adopt new content management tool
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
Market plunge tests performance of target-date funds
Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities
T Rowe Price bumps up stock exposure in target-date series
Over two years, the fund manager will ramp up the equity allocations in its nearly $300 billion suites of target-date products
Sales, returns push TDF assets up by $290 billion in 2019
Vanguard still accounts for 37% of the market for target-date funds, Morningstar data show
Asset managers preparing to launch nontransparent ETFs
With SEC approval closer than ever, fund companies focus on the latest ETF twist
Informed Investing
Advisor and Investor Perspectives on Risk, Returns, and Investment Management
Who benefits the most from non-transparent ETFs?
Look past the opaqueness of the portfolio and think of them as better than mutual funds.
How mid-cap growth funds owned the first quarter
Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.
2019 Lipper Awards: Faith-based fund takes a starring role
Annual awards recognize more than 300 funds for performance.
