A new study found turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager.
Tag: Investment analytics
Bond funds saw inflows of $29 billion in December, according to Strategic Insight (SI), an Asset International company.
Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
Exchange-traded-fund (ETF) assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors January 2010 ETF Snapshot.
Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
ETF net inflows surpassed $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, according to a new report.
Performance for target-maturity funds in 2009 almost made a complete 360 from 2008, according to the Ibbotson Target Maturity Report Q4 2009.
Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.
Progress in November helped bring year-to-date net flows worldwide to $825 billion—reaching full-year gains made in 2007, according to data from Strategic Insight (SI), an Asset International company.
U.S. investors’ use of bond mutual funds reached record levels in 2009.
In 2009, exchange-traded funds (ETFs), including exchange-traded notes (ETNs) drew $114.4 billion in net inflows, according to Strategic Insight, an Asset International company.
The year 2009 proved to be a recovery year for the fund industry after a brutal 2008 that saw shareholders dump their funds en masse, according to Morningstar Direct's latest Fund Flows Update.
The U.S. exchange-traded fund (ETF) industry closed out 2009 with $785 billion in assets under management, according to Morningstar Direct's latest Fund Flows Update.
A new study suggests mutual fund companies might no longer need to keep in place short-term redemption fees that were imposed in 2003 as a result of controversy over market timing.
Dow Jones & Company rolled out a new service to provide financial advisers market, investment, and practice management news and analysis.
BlackRock, Inc. said that global exchange-traded-fund (ETF) assets hit an all time high of $1 trillion at the end of 2009.
Last year was kind to the exchange-traded-funds (ETFs) market, with a whopping 45% jump in assets over the year to $775.8 billion as of December 31, according to the latest data from State Street Global Investors.
Major U.S. stock indexes ended what turned out to be a good year on a sour note—albeit on very light trading volume.
Fitch Ratings has released the criteria rating report titled “Investment Manager and Alternative Funds Criteria.”
On the heels of a financial crisis that shook both the financial services industry and investors worldwide, a new report catalogs a surge in mutual fund flows—and a sense that 2010 could be even better, at least in some categories.