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90% of mutual fund managers and 59% of institutional accounts #underperformed the S&P 500® on a net-of-fees basis over the 10-year period ending December 2017, according to new SPIVA study
News,
… This report examines the impact of fees on the performance of mutual funds and institutional managed … may negatively affect managers’ performance regardless of the type of investment account, though the magnitude of …
Bogle’s Legacy: Growing Demand and Supply of Index Funds
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… With the passing of Vanguard founder Jack Bogle on Wednesday , many farewells and memories are being shared in the financial community from those who knew him or met him in their professional lives. CFRA certainly shares in the …
Active ETFs will be the next level
Video,
… The use of fixed income exchange-traded funds for long term … Markets at JP Morgan Asset Management, says that changes in the regulation has increased transparency, changes in market … formation, all of which has improved institutional access. The next step for the market will be the development of …
Anna Paglia: Insights from a 20-year career and today’s priorities
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… head of ETFs & indexed strategies at Invesco tells us how the exchange-traded fund business has grown from its entrepreneurial roots, on the forefront of innovation, to its trillion-dollar business … legal team, such as when to say ‘no’ and not trying to always be the smartest person in the room. …
Director Discussion Series - Open Forum via Zoom (Midwest)
Event,
… This DDS is for independent directors and CCOs based in the Midwest region. The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings provide a venue for independent …
The 31st Sub-Advised Funs Forum
Event,
… As the industry continues to face disruptive challenges, getting the scoop on market trends and innovations is more important than ever. Hear from the industry’s best and brightest managers, research …
MFDF - Director Discussion Series
Event,
… This DDS is for independent directors and CCOs based in the Northeast region. The Forum's staff regularly hold informal discussions for …
MFDF - Director Discussion Series
Event,
… This DDS is for independent directors and CCOs based in the Southeast region. The Forum's staff regularly hold informal discussions for …
SECURITIES AND EXCHANGE COMMISSION Release No. 34 - 75165 ; File No. S7 - 11 - 15 Request for Comment on Exchange - Traded Products
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… The Securities and Exchange Commission today announced that … it is seeking public comment to help inform its review of the listing and trading of new, novel, or complex exchange-traded products (ETPs). The request for comment addresses arbitrage mechanisms and …
Schwab Intelligent Portfolios Pulling In More Than Millennials
News,
… Millennials may be the most technology savvy generation, but they are not the only ones rapidly adopting Charles Schwab's new automated investing service, said Naureen Hassan, Executive Vice President at Charles Schwab. Hassan added that the Schwab Intelligent Portfolios …