Tom Buerkle • May 02, 2016
The CIO, our 2016 Money Masters Lifetime Achievement winner, urges investors to reassess their risk measures and invest for the long term.
Imogen Rose-Smith • April 22, 2016
The former Robin Hood Foundation executive is shaping impact investment strategy at the world’s largest asset management firm.
The Editors • April 22, 2016
Takeaways from the IMF meeting; regulations on derivatives and the Ukraine economy all featured in II’s best stories of the week.
Dan Weil • April 21, 2016
Regulators target some liquid alternative and exchange-traded funds. Will the rules make matters worse?
Anne Szustek • April 07, 2016
Eaton Vance CEO Tom Faust concedes that it’s been a slow boil for the ETF–mutual fund hybrid so far, though better distribution may help.
Katie Gilbert • April 05, 2016
The research firm’s sustainability scores let retail investors scrutinize mutual funds and ETFs that claim to be socially responsible.
Beth Braverman • March 29, 2016
More and more, registered investment advisers are having to counsel clients on how to juggle eldercare and boomerang children.
The Editors • March 25, 2016
Predictive technology, RIAs and high yield bonds all featured in II’s best stories of the week.
Bailey McCann • March 24, 2016
From cybersecurity to Japanese real estate, sector exchange-traded funds offer tactical plays and potential holding opportunities.
Bailey McCann • March 16, 2016
Research Affiliates, BlackRock and other firms warn against falling for marketing spin and piling into popular factor-based strategies.
Preston McSwain • March 15, 2016
Tax liabilities make a significant dent in the already shaky returns in many hedge funds.
Bailey McCann • March 08, 2016
Authorities in Europe have turned their attention to funds that track the index while charging active management fees.
Julie Segal • March 07, 2016
Boston-based John Hancock Investments joined forces with pioneering money manager Dimensional Fund Advisors to launch its new strategic-beta funds.
Mark Henricks • March 06, 2016
Investment: A History sets a new benchmark for tracking the development of portfolio management.
James MacGregor, Bruce Aronow, Samantha Lau, Shri Singhvi • February 15, 2016
Small-cap stocks might be feared during bouts of market volatility, but the right equities can pack some punch.
Victoria Barbary • February 13, 2016
The agreement of six institutional investors to support a long-term stock benchmark is a sign of the need for a different strategy.
Gerrard Cowan • February 10, 2016
Inflows into European ETFs hit a record high in 2015 on recovery hopes and attractive valuations.
Chris Marx, Kent Hargis, Sammy Suzuki • February 03, 2016
A stock portfolio that balances quality and stability can provide shock absorbers against market volatility.
Nelson Yu, Dianne Lob • January 05, 2016
The right blend of active portfolio management and passive index–style investing can reduce risk and beat benchmarks.
Lynn Blake, Karl Schneider • December 21, 2015
An index investing strategy popular among active managers is hardly the one-size-fits-all proposition some may believe.
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