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Mutual Funds

PGIM investments building

Fund News Advisors Can Use: Just Invest, QMA Bring Custom ESG, Tax Management to RIAs Fund News Advisors Can Use: Just Invest, QMA Bring Custom ESG, Tax Management to RIAs

In this week's funds news, PGIM and SEI get into the direct indexing game and "The Convexity Maven" joins Simplify Asset Management.

byDiana Britton, Managing Editor

Feb 5, 2021

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1 Min Read

james-mcdonald-hercules-investments.jpg

Fund News Advisors Can Use: Hercules Leads With Volatility Fund News Advisors Can Use: Hercules Leads With Volatility

byDiana Britton

Jan 29, 2021

1 Min Read

green-globe-investing.jpg

Dot-com Era Stock Valuations Bring Bubble Fears to ESG Funds Dot-com Era Stock Valuations Bring Bubble Fears to ESG Funds

byKsenia Galouchko and Lucca de Paoli

Jan 26, 2021

1 Min Read

stock trader computer screens

Fund News Advisors Can Use: FAs’ Trading Activity in 2020 Fund News Advisors Can Use: FAs’ Trading Activity in 2020

byDiana Britton

Jan 22, 2021

1 Min Read

Quants With $2 Trillion Hit by Correlations at 20-Year High Quants With $2 Trillion Hit by Correlations at 20-Year High

Jan 12, 2021

1 Min Read

marijuana-leaf-dollars.jpg

Fund News Advisors Can Use: A Good Week for Pot ETFs Fund News Advisors Can Use: A Good Week for Pot ETFs

byDiana Britton

Jan 11, 2021

1 Min Read

Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?

Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?

byVarghese Thomas

DOL on ESG: Much Ado About Nothing?

DOL on ESG: Much Ado About Nothing?

Fund News Advisors Can Use: Asset Managers Weigh Tesla’s Entrance Into the S&P 500 and More

Fund News Advisors Can Use: Asset Managers Weigh Tesla’s Entrance Into the S&P 500 and More

byDiana Britton, Managing Editor

SEC Seal

Regulation & Compliance

CapWealth Plans to Fight SEC Charges Over Share Class Conflicts

CapWealth Plans to Fight SEC Charges Over Share Class Conflicts

byPatrick Donachie, Senior Reporter

ESG Investing and the Pandemic

ESG Investing and the Pandemic

Vanguard Group company sign

Vanguard Makes History With the First $1 Trillion Equity Fund

Vanguard Makes History With the First $1 Trillion Equity Fund

byAnnie Massa and Claire Ballentine

Stock market

Fund Administrator Nottingham Files to Convert Mutual Funds to ETFs

Fund Administrator Nottingham Files to Convert Mutual Funds to ETFs

byDiana Britton, Managing Editor

Interesting Perspectives on Managed Accounts in 401(k)s and Overhauling Recordkeeping

Interesting Perspectives on Managed Accounts in 401(k)s and Overhauling Recordkeeping

Potomac Model Portfolios Now Available on Axiom RIA, Fidelity Platforms

Potomac Model Portfolios Now Available on Axiom RIA, Fidelity Platforms

byDiana Britton, Managing Editor

Dimensional Fund Advisors signage

Dimensional Fund ETFs Launch as Quant Plans to Convert Mutual Funds

Dimensional Fund ETFs Launch as Quant Plans to Convert Mutual Funds

byClaire Ballentine

Lido Chicago.jpg

Industry News & Trends

Lido Advisors Buys Fixed Income Team From First Western Capital Management

Lido Advisors Buys Fixed Income Team From First Western Capital Management

byAsia Martin, Reporter

American Century Investments CIO for Multi-Asset Strategies Rich Weiss

Drilling Down Into Glide Path Construction

Drilling Down Into Glide Path Construction

target risk bullseye

Target-Date Funds Are Too Risky for Savers

Target-Date Funds Are Too Risky for Savers

byJared Dillian

Labor Secretary Eugene Scalia

Trump Administration Moves at ‘Warp Speed’ to Scrap ESG Rule

Trump Administration Moves at ‘Warp Speed’ to Scrap ESG Rule

stock trader watching screens

Stock Pickers Are Getting an Edge Over Passive by Short Selling

Stock Pickers Are Getting an Edge Over Passive by Short Selling

Climate, Not Elections, Will Move Markets Soon, Says ESG Pioneer

Climate, Not Elections, Will Move Markets Soon, Says ESG Pioneer

bySaijel Kishan

computer monitors illustration

Investors Are Doing Fine as Their Own Money Managers

Investors Are Doing Fine as Their Own Money Managers

bubbles

ESG Investing Looks Like Just Another Stock Bubble

ESG Investing Looks Like Just Another Stock Bubble

byJared Dillian

Confusion Over Data, Greenwashing Keeps Advisors From ESG

Confusion Over Data, Greenwashing Keeps Advisors From ESG

Confusion Over Data, Greenwashing Keeps Advisors From ESG

byAsia Martin, Reporter

asian markets

Americans Hate China, Yet Can't Stop Investing In It

Americans Hate China, Yet Can't Stop Investing In It

Sustainalytics CEO Jantzi Morningstar Digital Conference

Sustainalytics CEO: ESG Investing Is at an 'Inflection Point'

Sustainalytics CEO: ESG Investing Is at an 'Inflection Point'

byPatrick Donachie, Senior Reporter

Labor Secretary Eugene Scalia

Trump Plan to Block Green 401(k)s Stirs Fund Industry Fury

Trump Plan to Block Green 401(k)s Stirs Fund Industry Fury

Female Fund Managers Beat Men at Stock Picks: Goldman

Female Fund Managers Beat Men at Stock Picks: Goldman

gas pipeline

Alternative Investments

Midstream Energy Infrastructure Offers Attractive Income at a Discount

Midstream Energy Infrastructure Offers Attractive Income at a Discount

byStacey Morris

Fidelity

Alternative Investments

Fidelity Launches Inaugural Bitcoin Fund for Wealthy Investors

Fidelity Launches Inaugural Bitcoin Fund for Wealthy Investors

byMichael McDonald and Vildana Hajric

Wall Street Creates $3 Trillion Whale in Model Portfolio Boom

Wall Street Creates $3 Trillion Whale in Model Portfolio Boom

byAnnie Massa and Katherine Greifeld

Morningstar

Morningstar Launches Free ESG Fund Screening Tool

Morningstar Launches Free ESG Fund Screening Tool

byDiana Britton, Managing Editor

department of labor

Proposed DOL Rule on ESG Funds in 401(k) Plans Prompts Sharp Industry Pushback

Proposed DOL Rule on ESG Funds in 401(k) Plans Prompts Sharp Industry Pushback

byMark Miller, Product Manager

investment portfolio

Industry News & Trends

Pandemic May Slow Adoption of Third-Party Models

Pandemic May Slow Adoption of Third-Party Models

byErick Bergquist