The perennially bearish Rogers will look for volatility trends, aided by artificial intelligence.
Despite stronger economy, 1 in 4 of the highest-income households either have no emergency savings or just enough to cover less than three months.
Georgetown report also notes diversification of TDFs requires education for participants and oversight by plan sponsors.
Investors are hell-bent on industrials-to-small-caps rotation trade
Also adds ETFs from iShares, Direxion and others
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.
More than 70% of those under 40 want their wealth managers to discuss the subject.
Closures occur as the company puts more emphasis on factor investing.
But an all-out trade war could change everything
Equity and bond fund fees down more than 45% from the early 2000s.
Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.
Separately managed account invests in stocks of companies that use the distributed ledger system.
Competition is heating up among asset managers.
Short-term debt funds are flourishing because they finally pay something.
High-yield and low-duration strategies will seek specific investment outcomes.
Both companies are said to be developing target-date funds with this focus.
Short-term debt funds are flourishing because they finally pay something.
Mellody Hobson of Ariel Investments was among the speakers at the conference.
The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.
Their questions involve how to fit exchange-traded funds into portfolios.
