Andrew Barber • August 24, 2015
Global fears are finally catching up with U.S. markets, and the bull is stumbling.
Lori Heinel, Ritirupa Samanta • August 24, 2015
Within the sleeves of Barclays aggregate bond index lies a strategy on how to manage fixed-income factor and risk premiums.
Julie Segal • August 05, 2015
Critics like Carl Icahn should take it easy on ETFs. They are as much an answer to the liquidity crisis in bonds as a potential risk.
Yazann Romahi • August 03, 2015
The portfolio strategy allows investors to gauge genuine alpha while diversifying risk and offering transparency and lower fees.
Ryan Taliaferro • July 25, 2015
Single-exposure portfolio strategies can be useful for some but are hardly a one-size-fits-all allocation approach.
Katie Gilbert • July 23, 2015
Goldman Sachs Asset Management and S&P Dow Jones Indices are just two firms catering to this large and increasingly affluent group.
Julie Segal • July 14, 2015
Total assets held by the II300, Institutional Investor’s annual ranking of the nation’s biggest buy-side firms, top $45 trillion.
Robert Stowe England • July 01, 2015
Fallout from the Greek debt mess is more likely to buffet peripheral, rather than core, European economies.
Allen T. Cheng • June 11, 2015
The firm is working with Chinese authorities to address access issues and pave the way for including A shares in MSCI’s EM index.
Matt Peron, Mike Hunstad • June 02, 2015
Some indexes don’t match their label. Here’s how to capture the risk you want while minimizing the exposures you don’t.
Anne Szustek • May 06, 2015
The price of the yellow metal depends in large part on investor sentiment — in more than one sense of the word.
Julie Segal • April 20, 2015
With his firm’s NextShares exchange-traded funds, Eaton Vance CEO Tom Faust may have just the tool to fend off the index fund incursion.
Georgina Hurst • April 17, 2015
As China pursues global reserve status for its currency, investors keen to enter the renminbi market are turning to custody banks.
Nicolas Hourcard • April 04, 2015
While passively managed funds allow low fees during times of solid market performance, an active manager can help investors weather more storms.
Julie Segal • April 03, 2015
Under CEO Bill McNabb, index fund giant Vanguard is pushing its passive and active fund offerings to clients throughout Europe and Asia.
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.
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