7448 results found
Gatekeepers Put Active Mega Funds Under the Microscope
News,
… More of the industry’s assets have become concentrated into fewer mutual funds, making it more difficult for funds further down the food chain to fight for attention and assets, according …
The Professor Who Was Right About Index Funds All Along
News,
… Burton Malkiel has been saying the same thing about investing for more than 40 years. What’s new is that a big chunk of the financial industry now admits he was right all along. …
BetaShares reaches $3bn AUM, expands team
News,
… reached $3 billion in assets under management and announced the appointments of Alicia Mclean and Ele de Vere to the business’ marketing team. …
SEC to Investors: Know What You Are Paying For
News,
… The SEC is telling investors to keep a close eye on the transaction costs and ongoing fees they pay for investment products and to ask tough questions about those charges to avoid having costs eat away at their returns. …
Active ETFs Line Up to Catch Fiduciary Wave: BNY
News,
… Financial advisors are likely to boost their allocations to ETFs by two thirds — with much of the gain going to active funds — in response to the Labor Department’s new fiduciary rule, new survey data …
Wave of new strategic beta ETFs make passive investing more complicated
News,
… No one likes more rules — unless they're rolling out a new exchange-traded fund. At the Morningstar ETF conference last week, strategic beta was one of the biggest topics of conversation. …
Banks face $5bn hit to research teams as asset managers cut spending
News,
… Asset managers intend to cut their analyst research budgets by 30 per cent, heaping more pain on the investment banking industry that has already been forced to make thousands of people redundant on the back of falling profitability. …
Smart beta ETFs look tasty
News,
… Smart beta products have been hailed as “the next big thing” — so many times, in fact, that it’s become a cliché. The marketing muscle behind these products is equally enthusiastic …
Trend Setting or Fad Chasing? Fund Giants Bet on 'Thematic' ETFs
News,
… Some of the biggest mutual fund companies are betting part of their ETF strategy on investors’ interest in funds targeting “themes” such as generational change, technology disruption …
Dutch watchdog urges clarity on active ETFs
News,
… The Dutch regulator has devised a screening tool to help distributors navigate the features of smart beta and actively managed exchange … out revealed that investors are failing to distinguish these products from conventional ETFs. …