Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.
The Commission is also seeking public feedback on fund disclosure and the fees that intermediaries charge funds for delivering fund reports.
American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.
Passive strategies continued to lead demand.
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.
Investors are looking for more options when it comes to exchange-traded funds (ETFs), a survey finds.
The institutional investors surveyed by Greenwich Associates are experiencing longer execution times, increased execution costs and more difficulty sourcing bond securities and completing trades.