Julie Segal • April 01, 2015
Under CEO Bill McNabb, the pioneer of index investing is launching a new, computer-based advisory service that threatens to turn the entire financial advice business on its head.
Yves Choueifaty • March 28, 2015
Despite their recent popularity, passively managed portfolio strategies are a losing bet, leading investors to buy high and sell low.
Julie Segal • March 02, 2015
By licensing NextShares, a nontransparent exchange-traded fund product, the veteran stock picker’s firm hopes to gain tax and other advantages.
Robert Stowe England • February 17, 2015
The Research Affiliates founder helped introduce an alternative to traditional equity indexes that has grown popular with ETF investors.
Robert Hughes • February 08, 2015
Smart beta has become a common buzzword in index fund circles. Yet investors can’t seem to agree on exactly what it is.
Julie Segal • January 27, 2015
John Bogle, who launched Vanguard, the $3 trillion firm that popularized index investing, shares his thoughts on ETFs and smart beta.
Rosalyn Retkwa • January 12, 2015
The exchange’s purchase of Dorsey, Wright & Associates is part of its plan to become a top player in the fastest-growing ETF category.
Andrew Barber • January 07, 2015
A bearish oil market is leading investors and advisory firms to rethink their below-investment-grade fixed-income strategy.
Rosalyn Retkwa • January 05, 2015
Investors flocked to new exchange-traded funds such as First Trust’s multisector play and PureFunds’s cybersecurity offering.
James Moore, Scott Spalding • December 24, 2014
The Barclays U.S. Aggregate index is a solid benchmark for a core bond portfolio. But there’s more to fixed income than what’s in the index.
Rosalyn Retkwa • December 18, 2014
Managers like Michael Jones, CIO of RiverFront Investment Group, are turning to these exchange-traded funds as the U.S. dollar strengthens.
Rosalyn Retkwa • December 04, 2014
A new crop of exchange-traded funds from players such as Brendan Ahern's Kraneshares opens up China’s $5 trillion onshore fixed-income market to U.S. investors.
Trang Ho • November 26, 2014
How the SPDR gold exchange-traded fund remade precious metals markets in its ten years of existence.
Kaitlin Ugolik • November 24, 2014
Real estate investment trusts are well positioned to offer diversification and yield when interest rates eventually start to rise.
Rosalyn Retkwa • November 20, 2014
Eaton Vance has beaten rival Precidian to SEC approval for nontransparent exchange-traded funds, but don’t call its new offerings ETFs.
Robert Stowe England • November 19, 2014
Funds focused on smaller enterprises offer investors another way to diversify portfolios and drill into companies making inroads at the local level.
Julie Segal • November 12, 2014
Index managers have won the debate over active and passive management, forcing the active crowd to up the ante on innovation.
Rosalyn Retkwa • November 05, 2014
Registered investment advisers and other investors use these exchange-traded funds for everything from hedging to betting on the U.S. dollar.
The Editors • November 02, 2014
Mutual funds and ETFs now hold a big share of risky credit assets. Will investors hold firm in a crisis or head for the exits?
Rosalyn Retkwa • October 16, 2014
The SEC’s forthcoming decision on whether to allow actively managed exchange-traded funds that keep their trading secret could spur more growth.
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