Yield of Dreams http://wealthmanagement.com/blog/15187/feed Casting a gimlet-eye on asset management issues. en Funds Launched in Times of Crisis Outperform http://wealthmanagement.com/blog/funds-launched-times-crisis-outperform <div class="node-body blog-body">New funds launched during times of high volatility don’t necessarily attract more assets, but they do have better risk-adjusted returns, according to a new Morningstar report. </div> <p><a href="http://wealthmanagement.com/blog/funds-launched-times-crisis-outperform" target="_blank">read more</a></p> http://wealthmanagement.com/blog/funds-launched-times-crisis-outperform#comments Markets Blogs Mutual Funds Yield of Dreams Thu, 28 Jul 2016 19:21:00 +0000 1250621 at http://wealthmanagement.com How Would Your Clients' Portfolios Hold Up in a Dreaded Black Swan Event? http://wealthmanagement.com/blog/how-would-your-clients-portfolios-hold-dreaded-black-swan-event <div class="node-body blog-body">Morningstar’s new Global Risk Model helps investors predict how their portfolio might behave in different market conditions. </div> <p><a href="http://wealthmanagement.com/blog/how-would-your-clients-portfolios-hold-dreaded-black-swan-event" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-would-your-clients-portfolios-hold-dreaded-black-swan-event#comments Markets Blogs Equities Yield of Dreams Tue, 05 Jul 2016 18:36:00 +0000 1228201 at http://wealthmanagement.com With Multialternative Funds, It’s Buyer Beware, Morningstar Says http://wealthmanagement.com/blog/multialternative-funds-it-s-buyer-beware-morningstar-says <div class="node-body blog-body">Multialternative funds are the most popular liquid alts category, but they’re plagued by high fees and lackluster performance.</div> <p><a href="http://wealthmanagement.com/blog/multialternative-funds-it-s-buyer-beware-morningstar-says" target="_blank">read more</a></p> http://wealthmanagement.com/blog/multialternative-funds-it-s-buyer-beware-morningstar-says#comments Alternative Investments Yield of Dreams Thu, 30 Jun 2016 18:11:00 +0000 1224691 at http://wealthmanagement.com The Mega Trends Driving Change in the Next Decade http://wealthmanagement.com/blog/mega-trends-driving-change-next-decade <div class="node-body blog-body">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 change globally. </div> <p><a href="http://wealthmanagement.com/blog/mega-trends-driving-change-next-decade" target="_blank">read more</a></p> http://wealthmanagement.com/blog/mega-trends-driving-change-next-decade#comments Markets Blogs Yield of Dreams Tue, 19 Apr 2016 18:50:00 +0000 1162841 at http://wealthmanagement.com Exchange Operator Bats to Buy ETF.com http://wealthmanagement.com/blog/exchange-operator-bats-buy-etfcom <div class="node-body blog-body">ETF.com is selling its media business to U.S. exchange operator Bats Global Markets, the website announced this week.</div> <p><a href="http://wealthmanagement.com/blog/exchange-operator-bats-buy-etfcom" target="_blank">read more</a></p> http://wealthmanagement.com/blog/exchange-operator-bats-buy-etfcom#comments Markets Blogs ETFs Yield of Dreams Wed, 30 Mar 2016 17:20:00 +0000 1146211 at http://wealthmanagement.com American Funds: This Select Group of Funds Outperforms http://wealthmanagement.com/blog/american-funds-select-group-funds-outperforms <div class="node-body blog-body">According to American Funds’ own assessment of active managers, some funds do beat the benchmark. But is it just data mining?</div> <p><a href="http://wealthmanagement.com/blog/american-funds-select-group-funds-outperforms" target="_blank">read more</a></p> http://wealthmanagement.com/blog/american-funds-select-group-funds-outperforms#comments Markets Blogs Mutual Funds Yield of Dreams Thu, 17 Mar 2016 14:50:00 +0000 1136201 at http://wealthmanagement.com The Life Expectancy Gender Gap Is Narrowing http://wealthmanagement.com/blog/life-expectancy-gender-gap-narrowing <div class="node-body blog-body">The difference between the average life expectancy for men and women is narrowing, according to J.P. Morgan Asset Management’s new Retirement Guide.</div> <p><a href="http://wealthmanagement.com/blog/life-expectancy-gender-gap-narrowing" target="_blank">read more</a></p> http://wealthmanagement.com/blog/life-expectancy-gender-gap-narrowing#comments Blogs Retirement Strategies Yield of Dreams Mon, 07 Mar 2016 20:05:00 +0000 1127241 at http://wealthmanagement.com WisdomTree Unveils New Dynamic Currency-Hedged ETFs http://wealthmanagement.com/blog/wisdomtree-unveils-new-dynamic-currency-hedged-etfs <div class="node-body blog-body">WisdomTree’s currency-hedged strategies have been wildly popular in recent years with the rise of the dollar. The firm believes dynamic hedging will be the next big thing.</div> <p><a href="http://wealthmanagement.com/blog/wisdomtree-unveils-new-dynamic-currency-hedged-etfs" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wisdomtree-unveils-new-dynamic-currency-hedged-etfs#comments Markets Alternative Investments Blogs ETFs Yield of Dreams Wed, 24 Feb 2016 19:17:00 +0000 1116161 at http://wealthmanagement.com ETF Pundits: Smart Beta Is Active Management http://wealthmanagement.com/blog/etf-pundits-smart-beta-active-management <div class="node-body blog-body">Smart beta has become one of the hottest investment trends in the industry. But like active management, these ETFs are going to go through performance cycles, pundits say. </div> <p><a href="http://wealthmanagement.com/blog/etf-pundits-smart-beta-active-management" target="_blank">read more</a></p> http://wealthmanagement.com/blog/etf-pundits-smart-beta-active-management#comments Markets Blogs ETFs Yield of Dreams Wed, 20 Jan 2016 21:05:00 +0000 1085621 at http://wealthmanagement.com Neuberger Berman: Third Avenue Fund Managed Like Private Equity http://wealthmanagement.com/blog/neuberger-berman-third-avenue-fund-managed-private-equity <div class="node-body blog-body">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. </div> <p><a href="http://wealthmanagement.com/blog/neuberger-berman-third-avenue-fund-managed-private-equity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/neuberger-berman-third-avenue-fund-managed-private-equity#comments Markets Blogs Fixed Income Mutual Funds Yield of Dreams Thu, 17 Dec 2015 17:56:00 +0000 1058691 at http://wealthmanagement.com