Mutual Funds

Displaying 5317 results
Premium fees and so-so returns on some ‘ESG’ funds
INVESTING ESG OCT 26, 2022
Premium fees and so-so returns on some ‘ESG’ funds

Products that have high sustainability scores but aren't necessarily labeled as ESG are cheaper, according to a YCharts report.

ETF would give retail access to catastrophe bonds
INVESTING LIFE INSURANCE AND ANNUITIES OCT 19, 2022
ETF would give retail access to catastrophe bonds

The ESG product would seek to expand disaster coverage and provide pricing transparency.

Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
INVESTING RIAS OCT 17, 2022
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022

The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.

Sustainable Leaders files for energy transition ETF
INVESTING ESG OCT 17, 2022
Sustainable Leaders files for energy transition ETF

The product appears to be the first retail fund that the Boston-based institutional manager would provide.

ESG group takes aim at Vanguard over stewardship
INVESTING ESG OCT 17, 2022
ESG group takes aim at Vanguard over stewardship

The asset management firm is doing better on disclosure but has a long way to go, activist group says.

Schwab responds to investor activism by giving fund shareholders more say in proxy voting
INVESTING FINTECH OCT 13, 2022
Schwab responds to investor activism by giving fund shareholders more say in proxy voting

Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.

Advice industry tilts toward model portfolios as surest path to building scale
INVESTING RIAS OCT 12, 2022
Advice industry tilts toward model portfolios as surest path to building scale

Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.

Simplify donates ETF’s $100,000 net profit to cancer group
INVESTING MUTUAL FUNDS OCT 12, 2022
Simplify donates ETF’s $100,000 net profit to cancer group

The ETF is designed so that all net profits from managing the fund are donated to Susan G. Komen on an annual basis.

Rising interest rates make cash management fun again
INVESTING EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

DOL set to finalize ESG rule for retirement plans
INVESTING RETIREMENT PLANNING OCT 07, 2022
DOL set to finalize ESG rule for retirement plans

The final rule is coming out at a time when sustainable investing has become a political flashpoint.

Joe Biden lights up marijuana stocks
INVESTING ALTERNATIVES OCT 07, 2022
Joe Biden lights up marijuana stocks

The presidential pardon for those with marijuana convictions was interpreted as a step toward federal decriminalization and sparked a rally in funds offering exposure to cannabis companies.

New ETFs would package best, worst of Jim Cramer's stock picks
INVESTING EQUITIES OCT 06, 2022
New ETFs would package best, worst of Jim Cramer's stock picks

Tuttle Capital Management is seeking SEC approval to launch two active ETFs populated with the 'Mad Money' host's favorite stocks.

ESG investments move a step closer to strict definitions and certification
INVESTING ESG OCT 05, 2022
ESG investments move a step closer to strict definitions and certification

Fintech firms are joining forces to help investors avoid the pitfalls of greenwashing.

iShares files for three more ‘ESG aware’ ETFs
INVESTING ESG OCT 05, 2022
iShares files for three more ‘ESG aware’ ETFs

The world’s biggest asset manager keeps rolling out sustainability themed products.

Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe
INVESTING MUTUAL FUNDS OCT 05, 2022
Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe

Nearly $45 billion flowed into Vanguard ETFs in the third quarter, compared to BlackRock Inc.’s $25 billion haul.

Market pain boosts case for adding alternatives to retirement accounts
INVESTING RETIREMENT PLANNING OCT 04, 2022
Market pain boosts case for adding alternatives to retirement accounts

An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.

Schwab adds 800 funds to no-transaction-fee program
INVESTING RIAS OCT 04, 2022
Schwab adds 800 funds to no-transaction-fee program

The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.

Hennessy to add ESG ETF from Stance Capital
INVESTING ESG SEP 30, 2022
Hennessy to add ESG ETF from Stance Capital

The $40 million fund invests at least 80% of its net assets in stocks of large cap companies that meet ESG criteria determined by the portfolio managers.

BlackRock plans crypto ETF that tracks firms with exposure to metaverse
INVESTING ALTERNATIVES SEP 30, 2022
BlackRock plans crypto ETF that tracks firms with exposure to metaverse

The fund might include firms that have products or services tied to virtual platforms, social media, gaming, digital assets and augmented reality.

‘Expert’ investors value ESG more than novices
INVESTING ESG SEP 29, 2022
‘Expert’ investors value ESG more than novices

A Schroders study, which surveyed more than 23,000 individuals globally, found people seek sustainable investments for multiple reasons.