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BlackRock set for first mutual fund-to-ETF switch
The global asset management firm is converting a $700M dividend strategy amid pervasive investor demand for tax-efficient fund structures.
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
Mutual funds make a comeback in February, Cerulli says
Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets
The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.
Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall
2023 continued a long-term trend of decreasing expense ratios.
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
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.
How much room is there for active management?
While advisors’ stances on active differ, money has increasingly flowed to passive funds.
Green funds were in the red in 2023
Sustainable investing saw headwinds last year as investors pulled out of funds, but performance recovered from a rough 2022
State Street aims to grow model portfolio business fivefold
The asset manager is targeting 'north of $25 billion' of assets in its model portfolios over the next five to six years, up from roughly $5 billion currently.
Target-date funds hit $3.5T in record surge
Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
Bill Ackman targets Main Street investors with new Pershing fund
Hopes are high for the proposed vehicle, which 'has the potential to be one of the largest closed-end funds,' according to the prospectus filed with the SEC.
Vanguard makes quiet AI bet with $13B in quant stock funds
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
ESG funds see first ever global net outflows
US investors pulled $5.1 billion from sustainable funds in Q4 2023.
Even the world’s No. 1 ESG fund has boosted oil, gas exposure
$5T fund has made a significant increase in fossil fuels since new regs were introduced.
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard
The investment firm has shared its latest ETF perspectives and trends.
Robert W. Baird agrees to pay clients $520K for mutual fund charges
The settlement with Baird stems from Finra's 2020 targeted examination regarding rights of reinstatement.
2023 Women to Watch Portfolio Manager of the Year
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.
Fidelity aims to make its mark in ETF market
The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.
