Investing

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Rich clients get more ‘S’ options at $8 billion firm
RIAS DEC 10, 2021
Rich clients get more ‘S’ options at $8 billion firm

Seattle-based Laird Norton Wealth Management is working with Calvert and Parametric to design to equity strategies that emphasize social issues.

Why the SEC can't wait for Congress to regulate cryptocurrencies
ALTERNATIVES DEC 09, 2021
Why the SEC can't wait for Congress to regulate cryptocurrencies

Partisan differences will hamstring legislation, as Democrats stress investor protection and Republicans focus on protecting innovation.

Cathie Wood's ARK launches ESG ETF
ESG DEC 09, 2021
Cathie Wood's ARK launches ESG ETF

The new fund, the ARK Transparency ETF, arrives as Wood's favored tech stocks finally catch a break.

Investors need to go beyond net-zero pledges
OPINION DEC 08, 2021
Investors need to go beyond net-zero pledges

Climate-focused investors shouldn't take corporate pledges at face value. Distant timelines, reliance on unproven carbon renewal technologies and an emphasis on the 'net' side of the equation are ways for companies to get a PR boost while avoiding the hard work of real emissions reduction.

How different are retirement portfolios built by investors, advisers?
RETIREMENT PLANNING DEC 08, 2021
How different are retirement portfolios built by investors, advisers?

Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.

BlackRock to pull bulk of U.S. ETF assets from State Street
MUTUAL FUNDS DEC 08, 2021
BlackRock to pull bulk of U.S. ETF assets from State Street

In a move to reduce its reliance on State Street's custody services, BlackRock will shift 40% of the $2.2 trillion in assets to Citigroup, 30% to JPMorgan Chase and 15% to Bank of New York Mellon.

Bitcoin model portfolios launched by 3iQ, Gemini
ALTERNATIVES DEC 07, 2021
Bitcoin model portfolios launched by 3iQ, Gemini

A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.

ETFs take center stage in 2021
RIAS DEC 07, 2021
ETFs take center stage in 2021

Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.

Gomez would bring industry experience to DOL’s retirement plan oversight
RETIREMENT PLANNING DEC 06, 2021
Gomez would bring industry experience to DOL’s retirement plan oversight

The nominee to head Employee Benefits Security Administration could receive full Senate confirmation later this month.

Ritholtz, WisdomTree launch  crypto index separate account
RIAS DEC 03, 2021
Ritholtz, WisdomTree launch crypto index separate account

Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.

Elizabeth Warren grills Bitcoin miner on climate
ALTERNATIVES DEC 03, 2021
Elizabeth Warren grills Bitcoin miner on climate

The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.

SEC tensions over crypto regulation emerge at meeting
ALTERNATIVES DEC 02, 2021
SEC tensions over crypto regulation emerge at meeting

At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.

Behind the veils of direct indexing and ESG portfolio management
OPINION DEC 02, 2021
Behind the veils of direct indexing and ESG portfolio management

Building a positive impact portfolio involves the use of both negative and positive screens, as well as the consideration of trading issues and portfolio weighting.

Helping investors cut through the noise of ESG investing
RIAS DEC 02, 2021
Helping investors cut through the noise of ESG investing

Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown.

State Street cuts fees to grab more bond ETF flows
MUTUAL FUNDS DEC 02, 2021
State Street cuts fees to grab more bond ETF flows

The asset manager lowered the expense ratios on three corporate bond exchange-traded funds to 0.04% from 0.07%.

Experts downplay need for universal ESG standards
ESG DEC 01, 2021
Experts downplay need for universal ESG standards

The key is for funds to be transparent about their investment strategies and live up to them, panelists at the InvestmentNews ESG Summit said.

Fidelity heads to Canada with Bitcoin ETF
ALTERNATIVES DEC 01, 2021
Fidelity heads to Canada with Bitcoin ETF

Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.

ESG market controlled by a few big investors
ESG DEC 01, 2021
ESG market controlled by a few big investors

About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.

Covered call strategy aims to dampen volatility of crypto investing
ALTERNATIVES NOV 30, 2021
Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

Inflation ETF pioneer says investors need more interest-rate risk
FIXED INCOME NOV 30, 2021
Inflation ETF pioneer says investors need more interest-rate risk

Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.