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Portfolio manager providing retirement investors diversification, defense
Fund manager Michael Cuggino talks about the value that asset classes like precious metals and real estate can provide.
Popular 401(k) funds off to strong start in 2023
After tanking in 2022, some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.
Morgan Stanley’s ETF debut strikes chord with fees, tests market with ESG focus
Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.
New software aims to reduce risk in target-date funds
Soteria blends personalized safe-landing target-date fund glide paths with the personalization of managed accounts.
SPY celebrates birthday, marking 30 years of ETFs
Here are some key events in the evolution of exchange-traded funds as the SPDR S&P 500 ETF hits 30.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
Vegan ETF gets ‘carbon neutral’ rating without credits
The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.
Transamerica revamps Large Core Fund with ESG treatment
Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.
Touchstone Investments files for ‘climate transition’ ETF
Lombard Odier’s Paul Udall is listed as portfolio manager for the forthcoming fund, which would be listed on the Chicago Board Options Exchange.
Look before leaping into value stocks
Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.
New ETF bets on companies led by women
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
DWS readies ‘climate action’ ETF
The product, which would invest in companies seen as leaders in addressing climate change in their businesses, would be the 14th Xtrackers ETF with an ESG theme.
Vanguard’s efforts to navigate politics of ESG could be blueprint for others
Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.
ESG has DOL’s blessing. Here’s what can happen next in 401(k)s
Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.
Bob Doll’s predictions for 2023 paint less scary picture of year ahead
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
Cathie Wood’s grim 2022 is almost over, but 2023 also looks bad
Wall Street has been slashing earnings forecasts for some of the biggest holdings of Wood's flagship ARK Innovation ETF, signaling more pain ahead for a strategy that took a beating in 2022.
VanEck liquidates two Russia ETFs
Trading in the funds had ceased following Russia's invasion of neighboring Ukraine in February.
Vanguard to launch municipal bond index ETF
The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.
Appeal of higher yields has more advisers trading individual bonds instead of funds
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
ETF pioneer Kathleen Moriarty dies at 69
She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.
