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Investment Product and Service Launches
Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes changes to REIT mutual fund.
Capital One’s All-ETF Digital 401(k) Business Goes Independent
The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them
Investment Product and Service Launches
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
Millennials the Most Likely to Own Mutual Funds in Their Retirement Plan
Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.
SEC Modernizes Delivery of Fund Reports
The Commission is also seeking public feedback on fund disclosure and the fees that intermediaries charge funds for delivering fund reports.
Investment Products and Service Launches
American
Century Releases New Alternative Investments Fund; First Trust Advisors
Launches Active ETFs; and Thornburg Investment Management Adds R6 Share
Classes.
Investors Pour Money Into Mutual Funds and ETPs in January
Passive strategies continued to lead demand.
Adviser Familiarity with Strategic Beta ETFs Overwhelmingly Low
While market volatility and geopolitical events are major concerns for advisers, a new study suggests most aren’t utilizing strategies that can address these issues, such as strategic beta.
More ETF Strategies Embraced by Institutional Investors, Advisers
Investors are looking for more options when it comes to exchange-traded funds (ETFs), a survey finds.
Institutional Investors Turning to Bond ETFs
The institutional investors surveyed by Greenwich Associates are experiencing longer execution times, increased execution costs and more difficulty sourcing bond securities and completing trades.