Most Recent Blog Posts

Jul 28, 2016

Funds Launched in Times of Crisis Outperform

New funds launched during times of high volatility don’t necessarily attract more assets, but they do have better risk-adjusted returns, according to....More
Jul 05, 2016

How Would Your Clients' Portfolios Hold Up in a Dreaded Black Swan Event?

Morningstar’s new Global Risk Model helps investors predict how their portfolio might behave in different market conditions....More
Jun 30, 2016

With Multialternative Funds, It’s Buyer Beware, Morningstar Says

Multialternative funds are the most popular liquid alts category, but they’re plagued by high fees and lackluster performance....More
Apr 19, 2016

The Mega Trends Driving Change in the Next Decade

More change will occur in the next 10 years than in the last 25 years, says Haiyan Wang. Advisors should pay attention to the mega trends driving....More
Mar 30, 2016

Exchange Operator Bats to Buy ETF.com

ETF.com is selling its media business to U.S. exchange operator Bats Global Markets, the website announced this week....More
Mar 17, 2016

American Funds: This Select Group of Funds Outperforms1

According to American Funds’ own assessment of active managers, some funds do beat the benchmark. But is it just data mining?....More
Mar 07, 2016

The Life Expectancy Gender Gap Is Narrowing

The difference between the average life expectancy for men and women is narrowing, according to J.P. Morgan Asset Management’s new Retirement Guide....More
Feb 24, 2016

WisdomTree Unveils New Dynamic Currency-Hedged ETFs

WisdomTree’s currency-hedged strategies have been wildly popular in recent years with the rise of the dollar. The firm believes dynamic hedging will....More
Jan 20, 2016

ETF Pundits: Smart Beta Is Active Management

Smart beta has become one of the hottest investment trends in the industry. But like active management, these ETFs are going to go through....More
Dec 17, 2015

Neuberger Berman: Third Avenue Fund Managed Like Private Equity

Neuberger Berman's Fixed Income CIO believes Third Avenue's Focused Credit Fund was managed like a private equity fund, not a 40 Act mutual fund....More
Dec 14, 2015

What Led to the Demise of Third Avenue’s Focused Credit?

The demise of Third Avenue’s Focused Credit Fund shows that not all strategies, especially those with concentrated bets in low quality bonds, belong....More
Nov 12, 2015

Five Questions Advisors Should Ask Alternative Managers

Investment Insights' Fund Manager Sonja Uys says advisors should ask asset managers these five questions before putting client money in an absolute....More
Nov 05, 2015

With Dearth of Tech IPOs, Mutual Funds Look to the Private Market

Technology companies are now waiting longer to go public, forcing mutual fund companies, such Fidelity and T. Rowe Price, to get into the secondary....More
Nov 04, 2015

Collective Investment Trusts Expand Product Usage

Collective investment trusts are broadening the type of investment products they use and becoming more complex....More
May 01, 2015

Alternative Fixed Income Products In High Demand Among Advisors

A new report shows non-traditional bond products to be in high demand as advisors look to guard portfolios against interest rate risk....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

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