With the benchmark equity gauge near its all-time high, short interest in the $357 billion ETF is rising.
The firm is reducing fees and is adding a mutual fund version of its Retirement Blend series, which has existed since 2018 in CIT form.
The fight for the default option, like the competition to be a plan’s record keeper or adviser, could change the largely cooperative DCIO landscape.
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
The record-breaking boom in clean energy funds is rapidly giving way to a bust; since the beginning of May, about $154 million has been pulled from clean energy ETFs.
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.
The heads of the Senate and House committees overseeing labor want to know whether TDFs are working as advertised.
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
Ironic that the boost in oil prices is helping funds aimed at supporting firms with strong environmental, social and governance scores.
Exchange-traded funds are generally more tax-efficient, spinning off fewer capital-gain disbursements that for some could soon become a lot more costly.
In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.
The bank's analysts credit the global pandemic with stirring investor demand for companies doing good, and also cite the frenzy for tech-focused thematic funds, many of which fall within the environmental, social and governance category.
ETF issuers are betting en masse that U.S. regulators will green-light a fund tracking the largest cryptocurrency.
Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.
Investors plowed $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF Thursday, making it the biggest launch in the ETF industry’s three-decade history.
