Gerrard Cowan • July 26, 2016
Growth rate of these factor-based products takes off, with low-volatility funds leading the pack.
Kaitlin Ugolik • July 25, 2016
3-D printing stocks have had a rough few years, but analysts caution against giving up on the sector just yet.
Bailey McCann • July 25, 2016
Jeremy Grantham and Ben Inker have a long track record of successfully calling market bubbles, but their investment strategy can take a long time to play out.
Julie Segal • July 18, 2016
The firm is among the year’s biggest gainers on the latest iteration of the II300.
Julie Segal • July 18, 2016
The New York–based firm attracted some $50 billion in new money last year.
Dan Weil • July 13, 2016
Analysts agree that the U.S. macroeconomy is going to have to do the heavy lifting to keep the stock market chugging along.
Paul Smith • July 12, 2016
Active managers always outperform passive managers on a benchmark comparison. So why does nobody seem to care?
Josephine Torelli • July 10, 2016
Streamlined electronic processing got the mutual fund out of the 1980s. The next task for such mutual fund technology: the fiduciary rule.
Kaitlin Ugolik • July 03, 2016
You don’t have to be Elon Musk or Jeff Bezos to gain exposure to the $300 billion-plus space market, thanks to a new index by Kensho.
Julie Segal • June 29, 2016
Mitchem, who joined the bank from State Street Global Advisors, has pushed for gender diversity in corporate leadership.
Bailey McCann • June 17, 2016
For big investors, exchange-traded funds provide a way to make tactical allocations in the bond market. But at what price?
Kaitlin Ugolik • June 14, 2016
Since joining the index provider two years ago, Andreetto has focused on client communication and investor-directed innovation.
Kaitlin Ugolik • June 07, 2016
The recently launched Loncar Cancer Immunotherapy ETF provides investors with a vehicle to bet on promising new immunotherapy treatments for cancer.
The Editors • May 27, 2016
Driverless cars, behavioral finance and meditation all featured in II’s best stories of the week.
Kaitlin Ugolik • May 26, 2016
The marketplace’s new, low-cost, tech-driven MIX index funds aim to simplify investing in consumer goods start-ups.
Dan Weil • May 24, 2016
Despite Puerto Rico’s travails and scattered pension issues in the U.S., state and local governments are thriving. And so are munis.
Bailey McCann • May 19, 2016
Retail and institutional investors are warming to exchange-traded funds with themes ranging from generational preferences to video games.
Julie Segal • May 12, 2016
Two star fund chiefs spearheaded an ETF that tracks companies led by women. Now investors are waiting for the results and are skeptical as to its gender diversity efficacy.
Frances Denmark • May 10, 2016
Specialized exchange-traded funds are a key part of the Clemson University CIO’s strategy.
Kurt Feuerman, James Tierney Jr. • May 05, 2016
When it comes to analyzing stocks, there might be more going on at companies than what meets the eye.
© 2016 Institutional Investor LLC. All material subject to strictly enforced copyright laws.
Please read our
Term and Conditions and