Mutual Funds

UBS has made a sustainable high-yield bond fund available to clients in the U.S.

Active managers fear the money pouring into their passive rivals.

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes.

The unit, aimed squarely at fee-based advisors, has hired former WisdomTree exec Geoff Hunter as vice president, relationship director and investment specialist.

Is the cross-border hassle worth the reward?

Morningstar analysts ran mutual funds and ETFs through its new methodology, taking effect Oct. 31, to see the impact of the ratings enhancement.

The fund family is making an even bigger push for boards to reflect diversity in terms of gender, race and ethnicity as well as skill, experience and opinion.

The top 25 fund families hold $15.7 trillion, or 82% of investors’ assets in U.S. funds, according to Morningstar.

In periods of stress, ESG bond funds have outperformed non-ESG funds.