Frances Denmark • November 05, 2016
Indexing pioneer John Bogle joined a panel of governance experts this week calling for solutions to what they call a broken system.
Imogen Rose-Smith • November 02, 2016
A sobering report from McKinsey sees turmoil ahead for investment firms — and opportunity for those able to adapt to the new world order.
Julie Segal • October 21, 2016
The traditional asset manager gets instant SRI cred; the much-smaller Calvert gets a big distribution network.
Julie Segal • October 12, 2016
The New York money manager wants a suit filed by a former employee over funds offered by the firm’s retirement plan to be dismissed.
Andrew Barber • October 07, 2016
Pound sterling experiences flash crash; Merrill moves to retirement fees; Schwab joins ETF cost-cutting; protectionism hot topic at IMF.
Andrew Barber • October 05, 2016
IMF projections see U.S. slowdown, problems in commodity-centric emerging markets; BlackRock slashes some ETF fees; U.S. oil supply dips; VP candidates battle.
David Turner • October 05, 2016
The manager is expanding outside its fixed-income base by buying an equities boutique and adding passive offerings, including smart beta.
Julie Segal • October 03, 2016
To find benchmark-beating active funds, look for portfolios whose managers are betting alongside outside investors and are willing to work for a reasonable fee.
Chris Marx, Kent Hargis, Sammy Suzuki • September 23, 2016
Quality, stability and attractive valuation should be key ingredients in any investor’s well-balanced, low-risk stock portfolio.
Katie Gilbert • September 19, 2016
U.S. pension giant CalSTRS wants to use this method of tracking sales from environmental products and services to help it invest.
Bailey McCann • September 16, 2016
The Stelliam Investment Management founder weighs in on fundamental investing in a market transformed by index funds and automated trading.
Andrew Barber • September 09, 2016
Markets flag after Draghi downplays further easing; Chinese inflation remains tame; Wells Fargo fined over fictitious accounts; China’s new railway boom.
Dan Weil • August 24, 2016
In this low-return environment, risk-averse investors are flocking to investments whose returns are likely to have a bit of staying power.
Julie Segal • August 17, 2016
For GSAM, already a major player in the space, strategic beta is an opportunity to take business from market cap–weighted index funds.
Charles D. Ellis • August 15, 2016
In this exclusive excerpt from his upcoming book, the longtime consultant explains why he’s come to believe that active investing is ultimately a loser’s game.
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