Tag: Mutual Funds

Morgan Stanley changes fund offerings; Data Science Partners develops downside-risk protection model; and more.

Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe...

Franklin Templeton launches strategic beta ETFs and Vanguard reduces expense ratios on more funds.

Passive strategies accounted for nearly all of March’s net inflows.

They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

Money market fund regulation previously led to investor demand for government funds.

GMO looked at the performance of various TDF factors over a 40-year period to help guide TDF selection.

First Eagle launches mew mutual fund share classes; Natixis rolls out ESG TDFs; Vanguard reports third wave of expense ratio...

However, movement out of actively managed funds was not as severe in January, Strategic Insight finds.

Real assets are anticipated to be the largest beneficiaries of institutional asset flows in 2017, a BlackRock survey found.

The five new index funds include the first passively managed funds that would be managed by the firm.

Pantheon targets DC plans for private equity strategies; John Hancock overhauls TDF suite; Vanguard lowers expense ratios on 21 fund...

Passive funds led demand with $62.3 billion of inflows, while actively managed funds experienced aggregate net redemptions of $64 billion...

First Eagle to add retirement shares to mutual funds; BCM expands smart beta solutions; Conning unveils LDI pooled fund suite;...

While there was some reaction to major events in 2016, 401(k) participants mostly stayed the course in their investments.

Simple matching formulas are the most common type of employer contribution—found in 45% of 401(k) plans in the BrightScope database.

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Populism is challenging globalism and creating new tail risks; concerns about low growth are giving way to concerns about inflation.

The highest trading day of 2016 was November 9—the day immediately following the election—when balances traded were at 0.10%.