Last week, Philippe Cousteau Jr., of the legendary Cousteau family, helped to launch a new approach to socially responsible investing, (SRI): the Global Echo ETF, aptly tickered GIVE. It’s the first actively managed exchange-traded fund with an...
Factor investing, meant to lower volatility, caught on in academia two decades ago. Asset managers are only too eager to roll out funds based on the concept.
Gen X and Y move assets more often than their parents.
The very term is becoming something of a misnomer.
Our long-time mutual funds editor Stan Luxenberg has advice for financial advisors on which funds to use when clients get nervous. His point? There are funds which can run to cash — in a BIG way — when the portfolio managers turn...
