Tag: Mutual funds

Data & Research October 26th, 2021

Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds

In general, fund fees continue to decline, including those of actively managed funds.

Trends

The Bond ‘Misclassification’ Debate

Accusations about overblown bond ratings, by Morningstar, still need to be proved, advisers say. But, if true, this could affect investor capital flows and the amount of risk that bond investors take.

Data & Research October 11th, 2021

DCIO Service Providers Report Significant Momentum

As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.

September 2nd, 2021

Is Bond Fund Misclassification a Serious Problem?

PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.

Products August 26th, 2021

Investment Product and Service Launches

SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution; and John Hancock introduces mortgage-backed securities ETF.

Data & Research May 27th, 2021

Retirement Contribution Drop Attributed to Market Volatility and Outside Causes

Despite the market rebound, 2021 reports find retirement planning contributions were still low.

Products April 22nd, 2021

Investment Product and Service Launches

Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.

Products December 3rd, 2020

Investment Service and Product Launches

Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.

Compliance August 5th, 2020

SEC Proposes Overhaul of Retail Fund Disclosure Framework

The proposed disclosure framework would feature ‘concise and visually engaging shareholder reports,’ according to the federal securities market regulator.

Products June 3rd, 2020

As CIT Market Expands, More Get Coveted Tickers

Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund Network.

Investing May 6th, 2020

CIT Expertise Puts Advisers in the Driver’s Seat

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and mid-sized clients.

Products March 26th, 2020

Investment Product and Service Launches

Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.

Investing March 23rd, 2020

ICI Asks Governors to Consider Shelter-in-Place Exemption for Mutual Funds

“Many states are home to headquarters or critical operations for numerous mutual fund sponsors where Americans have entrusted their savings to meet a wide range of financial goals. Those mutual fund companies must remain in operation to ensure access to invested monies for shareholders across the country,” ICI's president wrote in a letter.

Products February 27th, 2020