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ESG funds outperformed through pandemic, S&P finds
ESG AUG 14, 2020
ESG funds outperformed through pandemic, S&P finds

Since May, 14 ESG ETFs and mutual funds have pushed ahead of the S&P 500

Goldman says S&P can surpass 3,600
EQUITIES AUG 14, 2020
Goldman says S&P can surpass 3,600

The potential for an early vaccine and the outlook for U.S. growth mean there's room for stocks to go higher, analysts say

McKinsey settles 401(k) suit for $39.5 million
RETIREMENT PLANNING AUG 13, 2020
McKinsey settles 401(k) suit for $39.5 million

Huntington Bancshares also settles a retirement plan lawsuit, while American Airlines sees a surprise win

Remote work trend drives performance of thematic ETFs
PRACTICE MANAGEMENT AUG 13, 2020
Remote work trend drives performance of thematic ETFs

Exchange-traded funds that focus on cloud computing and cybersecurity are having a good year

Fidelity launches digital fixed-income trading tool for advisers
FINTECH AUG 13, 2020
Fidelity launches digital fixed-income trading tool for advisers

Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface

The real risk of bonds
OPINION AUG 12, 2020
The real risk of bonds

Stretching for yield in this interest-rate environment is a recipe for disaster

Move to convert mutual funds into ETFs picks up steam
MUTUAL FUNDS AUG 12, 2020
Move to convert mutual funds into ETFs picks up steam

Guinness Atkinson Funds has filed to convert its Alternative Energy fund into an ETF, the third product the firm has applied to switch

Can buffered ETFs help clients ride out the storms?
ESG AUG 07, 2020
Can buffered ETFs help clients ride out the storms?

There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection

Planned CLO funds could be risky for retail investors, executive says
MUTUAL FUNDS AUG 07, 2020
Planned CLO funds could be risky for retail investors, executive says

ETFs that invest in collateralized loan obligations, such as the one Janus Henderson is proposing, may trip up individuals

Tough sledding for equity funds in COVID-19's wake: Cerulli
EQUITIES AUG 06, 2020
Tough sledding for equity funds in COVID-19's wake: Cerulli

The forecast has stock funds losing share to bonds and money market funds over the next five years

SEC proposes increasing transparency of mutual fund, ETF reports
ETFS AUG 05, 2020
SEC proposes increasing transparency of mutual fund, ETF reports

Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance

Retail investors interested in alternatives
ALTERNATIVES AUG 05, 2020
Retail investors interested in alternatives

Younger investors like bitcoin, while older investors go for gold, JPMorgan says

ETF assets hit record as investors dump mutual funds
MUTUAL FUNDS AUG 04, 2020
ETF assets hit record as investors dump mutual funds

Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows

House approves funding bill with provision to kill SEC's private markets proposal
RETIREMENT PLANNING AUG 03, 2020
House approves funding bill with provision to kill SEC's private markets proposal

Advocates for alternative investments oppose the provision, which is not likely to survive in the Senate

Surge in SPACs inspires blank-check ETF
MUTUAL FUNDS AUG 03, 2020
Surge in SPACs inspires blank-check ETF

A new exchange-traded fund will track shares of companies that listed on exchanges by merging with special purpose acquisition companies

Low bond yields test 60/40 asset allocation
EQUITIES AUG 03, 2020
Low bond yields test 60/40 asset allocation

Alternative assets and private markets may help boost portfolio returns

State Street gold ETF is cash machine
MUTUAL FUNDS JUL 31, 2020
State Street gold ETF is cash machine

The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market

DOL's ESG proposal gets over 1,500 responses
ESG JUL 31, 2020
DOL's ESG proposal gets over 1,500 responses

Many comment letters voiced opposition to the rule, stating that the proposed restrictions within 401(k)s would hurt investors and could lead to more lawsuits

Don’t look a gift horse in the mouth
OPINION JUL 30, 2020
Don’t look a gift horse in the mouth

The DOL's proposal on using ESG investments in retirement plans could remind advocates of sustainable finance of the work still to be done

Asset managers can no longer afford to avoid ETF market
ETFS JUL 30, 2020
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