Tag: Mutual funds

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

Investors also look at historical performance and performance compared to an index, ICI found.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory...

During a webcast hosted by ACA Compliance Group, Allison Charley, a former SEC examinations office leader, explained the regulator’s internal process for picking audit targets; other speakers noted...

American Beacon Advisors creates mutual fund with multi-asset program and Vanguard closes million-dollar securities fund to new clients. 

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

The SEC says these changes are needed to reduce obstacles to providing research on investment funds, and to harmonize the treatment of such research with research on other...

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

Speakers at the Best of PSNC 2018 event in Boston said diversification remains incredibly important, but simplifying the fund menu is a win-win for participants and sponsors.

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.

First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.

Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.

Beyond the nearly $22 million in monetary terms, the settlement agreement includes substantial prospective relief to be provided by Deutsche Bank.

After siding with defendants and applying the shorter of two potential limitations periods, the district court decision states clearly that plaintiff’s claims are foreclosed by ERISA's three-year statute...

The Investment Company Institute also found 401(k) plan participants investing in mutual funds tend to hold lower-cost funds.

A broad new Investment Company Institute analysis shows the expense ratios of target-date mutual funds have fallen 34% since 2008, alongside the expense ratios of most other types...

"Our data shows that the cheapest 20% of funds raked in nearly $1 trillion last year while the rest of the industry saw net outflows of approximately $250...

Within U.S. equities, the asset classes they see the most promise in are technology and small cap.

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.