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Fund News Advisors Can Use: OSAM’s Canvas Adds Defensive Models in Departure From ‘Factor Alpha’Fund News Advisors Can Use: OSAM’s Canvas Adds Defensive Models in Departure From ‘Factor Alpha’

In this week's fund news, OSAM's direct index platform Canvas adds four defensive and dividend-growth models, Cboe files to list Fidelity Bitcoin ETF, and ETF Managers Group lists a new cannabis ETF with U.S. exposure.

byDiana Britton, Managing Editor

May 14, 2021

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1 Min Read

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Regulation & Compliance

SEC Warns of Bitcoin Futures Risks in Mutual Fund Investments SEC Warns of Bitcoin Futures Risks in Mutual Fund Investments

May 12, 2021

1 Min Read

Fund News Advisors Can Use: Target-Date Funds Come Under Fire With Congress Fund News Advisors Can Use: Target-Date Funds Come Under Fire With Congress

byDiana Britton

May 7, 2021

1 Min Read

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Fund News Advisors Can Use: Peter Mallouk, Mark Cuban Turn Twitter Scuffle Into $2M Bet on Active Management, Crypto Future Fund News Advisors Can Use: Peter Mallouk, Mark Cuban Turn Twitter Scuffle Into $2M Bet on Active Management, Crypto Future

byDiana Britton

Apr 30, 2021

1 Min Read

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Climate Fund Choices for Investors Are Multiplying Climate Fund Choices for Investors Are Multiplying

Apr 28, 2021

1 Min Read

A sheet of Bitcoin images.

Alternative Investments

JPMorgan Is Preparing to Offer a Bitcoin Fund to Wealthy Clients JPMorgan Is Preparing to Offer a Bitcoin Fund to Wealthy Clients

byHannah Levitt

Apr 26, 2021

1 Min Read

Fund News Advisors Can Use: Earth Day Brings Climate Change Investing Into Focus

Fund News Advisors Can Use: Earth Day Brings Climate Change Investing Into Focus

byDiana Britton, Managing Editor

DFA co-founder David Booth

Old-School Quant Investor Is Taking a Value Victory Lap

Old-School Quant Investor Is Taking a Value Victory Lap

byJoanna Ossinger

Rob Arnott

Fund News Advisors Can Use: Rob Arnott Brings Model Portfolios to Advisors

Fund News Advisors Can Use: Rob Arnott Brings Model Portfolios to Advisors

byDiana Britton, Managing Editor

Coinbase Selloff After Trading Debut Spills Into Bitcoin Rally

Coinbase Selloff After Trading Debut Spills Into Bitcoin Rally

byYakob Peterseil

Goldman Sachs Says Humans Beat Algorithms When It Comes to ESG

Goldman Sachs Says Humans Beat Algorithms When It Comes to ESG

byFrances Schwartzkopff

US SEC building in Washington, D.C., 2008

Regulation & Compliance

SEC Examiners Warn Advisors of ESG Missteps

SEC Examiners Warn Advisors of ESG Missteps

byPatrick Donachie, Senior Reporter

bitcoin

Fund News Advisors Can Use: Grayscale’s Big Bet on a Bitcoin ETF

Fund News Advisors Can Use: Grayscale’s Big Bet on a Bitcoin ETF

byDiana Britton, Managing Editor

green globe bar graph

Wall Street Math Shows ESG Funds Can Ride the Value Stock Boom

Wall Street Math Shows ESG Funds Can Ride the Value Stock Boom

byClaire Ballentine

stock market graph

Active Manager Darts Hit Target in Decade’s Easiest Stock Market

Active Manager Darts Hit Target in Decade’s Easiest Stock Market

byClaire Ballentine and Vildana Hajric

A sheet of Bitcoin images.

Grayscale ‘100% Committed’ to Making Biggest Crypto Fund an ETF

Grayscale ‘100% Committed’ to Making Biggest Crypto Fund an ETF

byKatie Greifeld

Fund News Advisors Can Use: Morningstar Sees Risk in Cathie Wood’s ARKK

Fund News Advisors Can Use: Morningstar Sees Risk in Cathie Wood’s ARKK

byDiana Britton, Managing Editor

ETFs stock prices squares

History Made as First Mutual Fund Converts Into an ETF

History Made as First Mutual Fund Converts Into an ETF

byClaire Ballentine

Secret-Strategy Funds Struggle to Win Fans in Their First Year

Secret-Strategy Funds Struggle to Win Fans in Their First Year

byClaire Ballentine

Fund News Advisors Can Use: ETFs and the Parabolic Rise in GameStop’s Price

Fund News Advisors Can Use: ETFs and the Parabolic Rise in GameStop’s Price

byDiana Britton, Managing Editor

stock market data on tablet

Fund News Advisors Can Use: AI-Powered ETF Sponsor Cautions Against an Overreliance on Sentiment

Fund News Advisors Can Use: AI-Powered ETF Sponsor Cautions Against an Overreliance on Sentiment

byDiana Britton, Managing Editor

Fund Managers Press Companies to Address Women’s Job Losses

Fund Managers Press Companies to Address Women’s Job Losses

Dave Portnoy BUZZ ETF

Fund News Advisors Can Use: The Indexer Loophole Behind Portnoy’s BUZZ Video

Fund News Advisors Can Use: The Indexer Loophole Behind Portnoy’s BUZZ Video

byDiana Britton, Managing Editor

How ESG Are You, Really?

How ESG Are You, Really?

Fund News Advisors Can Use: Dave Portnoy Promotes New ETF That Follows Social Sentiment

Fund News Advisors Can Use: Dave Portnoy Promotes New ETF That Follows Social Sentiment

byDiana Britton, Managing Editor

Dimensional Fund Advisors signage

David Booth’s DFA Starts Clock on Landmark $26 Billion ETF Shift

David Booth’s DFA Starts Clock on Landmark $26 Billion ETF Shift

byKatie Greifeld

Bob Doll

Nuveen's Bob Doll to Retire

Nuveen's Bob Doll to Retire

byDiana Britton, Managing Editor

NYSE

First Mutual Fund to ETF Conversion Is Slated for Late March

First Mutual Fund to ETF Conversion Is Slated for Late March

byClaire Ballentine

Wells Fargo

Wells Fargo: Sale of Asset Management Biz Changes Nothing for Advisors

Wells Fargo: Sale of Asset Management Biz Changes Nothing for Advisors

byDiana Britton, Managing Editor

With Tech Oligarchy Shaken, Active Funds Are Having a Great Time

With Tech Oligarchy Shaken, Active Funds Are Having a Great Time

Mutual Fund Locks Out Founder After SEC Questions Swaps Pricing

Mutual Fund Locks Out Founder After SEC Questions Swaps Pricing

putname investments

Fund News Advisors Can Use: Putnam Enters the ETF Market

Fund News Advisors Can Use: Putnam Enters the ETF Market

byDiana Britton, Managing Editor

Fund News Advisors Can Use: Sustainable Funds Attract Record Flows in 2020

Fund News Advisors Can Use: Sustainable Funds Attract Record Flows in 2020

Fund News Advisors Can Use: Sustainable Funds Attract Record Flows in 2020

byDiana Britton, Managing Editor

Dimensional Fund Advisors signage

Booth’s Dimensional Makes $700 Million Splash in ETF Debut

Booth’s Dimensional Makes $700 Million Splash in ETF Debut

byKatie Greifeld

Wellington’s Next CEO Sees Active Management Regaining Clout

Wellington’s Next CEO Sees Active Management Regaining Clout

byMichael McDonald