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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.
BlackRock tries again at target-date ETFs
BlackRock is the only company offering target-date ETFs to investors outside of 401(k)s — but there is a question about whether there is much of a market for that.
Dan Wiener steps back from the $15B RIA he co-founded
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
SEC to investment funds: Quit playing name games
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
SEC orders firm to pay $1.3M for failing to disclose conflicts related to high-cost funds
'If you’re an investment advisor and you’re not putting your clients in the lowest-cost share class, then you’re running the risk of a fiduciary failure,' an expert says.
PGIM cuts fees on target-date funds
The TDF series will be renamed PGIM Target Date Funds, and some underlying investments will be changed.
Goldman’s build-your-own ETF hub debuts first funds
Goldman's platform is designed to help institutional clients launch their own ETFs while providing services such as portfolio implementation and capital markets solutions.
More ‘ESG’ funds folding this year, but others are taking their place
Even as big players like BlackRock close funds that failed to gain assets, they continue filing for new ones.