ETFs

As competition becomes more cutthroat, investment firms across both sides of the Atlantic have been launching funds with the same tickers as their competitors in another jurisdiction.

Greater customization and fewer fees are behind the preference.

A number of new ETFs launched in October focused on large cap stocks.

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the investment must reads we...

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971

Morningstar took a look at recent thematic fund performance in the U.S. and globally.

BlackRock’s ETF head told CNBC that 13F filings have revealed that 80% of investors in spot bitcoin ETFs are direct investors and 75% have never previously owned its ETFs. J.P. Morgan Asset Management has split its alternative investment business...

The agency said the investment manager failed to adhere to its own investment criteria on three ESG-marketed ETFs that WisdomTree shuttered earlier this year.