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.
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.
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