Mutual Funds

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Mutual fund companies can no longer ignore ETFs
INVESTING ETFS FEB 07, 2023
Mutual fund companies can no longer ignore ETFs

Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.

Pimco's Daniel Ivascyn closes in on his next big trade
INVESTING MUTUAL FUNDS FEB 06, 2023
Pimco's Daniel Ivascyn closes in on his next big trade

After making a killing by scooping up speculative mortgage debt on the cheap in the wake of the financial crisis, Ivascyn expects the next big opportunity to come in corporate debt.

Direct indexing touted as client prospecting tool
INVESTING RIAS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

Bucking the trend: Why some advisors refuse to outsource investment management
INVESTING RIAS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

In 'hell freezes over' moment, American Funds pairs up with passive ETFs
INVESTING RIAS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.

Legislation lets funds delay redemptions if transfer involves senior abuse
INVESTING RETIREMENT PLANNING JAN 31, 2023
Legislation lets funds delay redemptions if transfer involves senior abuse

The bill sails through House, 419-0, on a fast track. Its author, Rep. Ann Wagner, R-Mo., hopes the Senate acts this time around.

BNY Mellon plans to launch ETF focusing on innovation space
INVESTING ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

More advisors are jumping on the bitcoin bandwagon
INVESTING RIAS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

ChatGPT’s ability to make a market-beating ETF is put to the test
INVESTING FINTECH JAN 27, 2023
ChatGPT’s ability to make a market-beating ETF is put to the test

The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.

Portfolio manager providing retirement investors diversification, defense
INVESTING RETIREMENT PLANNING JAN 26, 2023
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
INVESTING RETIREMENT PLANNING JAN 25, 2023
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
INVESTING ESG JAN 25, 2023
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
INVESTING RETIREMENT PLANNING JAN 23, 2023
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
INVESTING MUTUAL FUNDS JAN 23, 2023
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
INVESTING RIAS JAN 20, 2023
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
INVESTING ESG JAN 18, 2023
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
INVESTING ESG JAN 17, 2023
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
INVESTING ESG JAN 17, 2023
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
INVESTING EQUITIES JAN 10, 2023
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
INVESTING EQUITIES JAN 09, 2023
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.