Tag: Performance

ETF Assets Increase $23B in April

Exchange-traded-fund (ETF) assets increased by $23.3 billion for the month of April, totaling $830 billion, according to the latest ETF Snapshot from State Street.
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Tracking Records

This issue we focus on performance: adviser performance, investment performance, and plan performance.
investment-oriented

Who Needs an Adviser?

Picking the best solutions—even the best automatic solutions—still requires expertise

A(nother) Sure Thing?

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.

Value Trumps Growth in Q3

A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...

Investors Choose Bond Funds in September

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...

IMHO: Conference “Calls”

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...

Grid “Lock?"

As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.
 

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