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Mutual Funds

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Active Managers Had Worst Stumble in Two Years Last Month Active Managers Had Worst Stumble in Two Years Last Month

In the best July for the S&P 500 in 10 years, only 28% of actively-managed large-cap funds beat their benchmarks, the worst showing in two years.

Aug 11, 2020

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1 Min Read

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Alternative Investments

A Once-Booming Options Strategy on Wall Street Is Misfiring A Once-Booming Options Strategy on Wall Street Is Misfiring

byYakob Peterseil

Aug 10, 2020

1 Min Read

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Who Is Really Served by Moving Client Assets Off of Mutual Fund and Annuity Platforms?Who Is Really Served by Moving Client Assets Off of Mutual Fund and Annuity Platforms?

Aug 10, 2020

1 Min Read

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America’s ETF Market Is Bigger Than Ever as Traders Dump Mutuals America’s ETF Market Is Bigger Than Ever as Traders Dump Mutuals

byClaire Ballentine

Aug 4, 2020

1 Min Read

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Long Live Fund Fee Wars Long Live Fund Fee Wars

byTodd Rosenbluth

Jul 23, 2020

1 Min Read

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Facebook Helps Explain Why ESG Investing Matters Facebook Helps Explain Why ESG Investing Matters

Jul 7, 2020

1 Min Read

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Key Strategies for ESG Investing Success

Key Strategies for ESG Investing Success

byRobert Norris

ESG Investors Are Confronting a Race Problem of Their Own

ESG Investors Are Confronting a Race Problem of Their Own

Isn't This a Time When Active Managers Should Shine?

Isn't This a Time When Active Managers Should Shine?

byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research

Getting Stuck on Default

Getting Stuck on Default

More Advisors Turning to ESG Funds

More Advisors Turning to ESG Funds

byDiana Britton, Managing Editor

SRI on a (Slight) Upswing

SRI on a (Slight) Upswing

byWealthManagement.com Staff

ESG Funds Shine During Pandemic

ESG Funds Shine During Pandemic

byLawrence Carrel

COVID-19 Infects TDFs

COVID-19 Infects TDFs

byMark Miller, Product Manager

Mutual Fund Giants Unfazed by Warnings on Stocks

Mutual Fund Giants Unfazed by Warnings on Stocks

byAbhishek Vishnoi

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Stock Pickers Should Be Winning. They're Not

Stock Pickers Should Be Winning. They're Not

Some Target-Date Funds Fared Worse Than Others in March Equity Crash

Some Target-Date Funds Fared Worse Than Others in March Equity Crash

byDiana Britton, Managing Editor

NYSE

High-Yield Fund With Roots in the 1920s Is Now Winding Down

High-Yield Fund With Roots in the 1920s Is Now Winding Down

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BlackRock Joins Allianz, Invesco Saying ESG Outperformed

BlackRock Joins Allianz, Invesco Saying ESG Outperformed

byAlastair Marsh

Oranj CEO David Lyon

Pacific Funds Added to Oranj Platform

Pacific Funds Added to Oranj Platform

byDiana Britton, Managing Editor

Why Leadership Diversity Fails With Investment Managers

Why Leadership Diversity Fails With Investment Managers

byBetsy M. Moszeter

ESG Funds Resilient in COVID-19 Sell-Off

ESG Funds Resilient in COVID-19 Sell-Off

byDiana Britton, Managing Editor

Cash Havens With $4.8 Trillion Fret Unthinkable Negative Returns

Cash Havens With $4.8 Trillion Fret Unthinkable Negative Returns

byMaria Elena Vizcaino, Alexandra Harris and Emily Barrett

Five ESG Implications from COVID-19

Five ESG Implications from COVID-19

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U.S. Lags Other Markets on Mutual Fund Policy and Tax Incentives

U.S. Lags Other Markets on Mutual Fund Policy and Tax Incentives

byDiana Britton, Managing Editor

Morningstar

Morningstar to Acquire Remaining Stake in Sustainalytics

Morningstar to Acquire Remaining Stake in Sustainalytics

byDiana Britton, Managing Editor

Inside Student-Run Investment Funds

Inside Student-Run Investment Funds

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Fed Lifeline Saves Bond Funds Teetering on Brink of ETF Hell

Fed Lifeline Saves Bond Funds Teetering on Brink of ETF Hell

byKatherine Greifeld

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Markets No Longer Know How to Define ‘Safe’

Markets No Longer Know How to Define ‘Safe’

byJared Dillian

Blackrock

BlackRock, Nuveen Unwind Leveraged Muni Trades Roiled by Havoc

BlackRock, Nuveen Unwind Leveraged Muni Trades Roiled by Havoc

byMartin Z. Braun

Fallen Angels Are Coming and the Fed Can’t Save Them

Fallen Angels Are Coming and the Fed Can’t Save Them

byBrian Chappatta

Mad Markets Offer Last-Chance Saloon for Active Funds

Mad Markets Offer Last-Chance Saloon for Active Funds

Wall Street Pros Panic Over Coronavirus While Mom and Pop Buy

Wall Street Pros Panic Over Coronavirus While Mom and Pop Buy

byBarry Ritholtz

Taxes May Be a Bigger Deal Than Alpha, This Fund Manager Says

Taxes May Be a Bigger Deal Than Alpha, This Fund Manager Says

byJon Asmundsson

trading floor

A Wave of Mutual Fund-to-ETF Conversions May Be Near

A Wave of Mutual Fund-to-ETF Conversions May Be Near

byDiana Britton, Managing Editor