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.
Harindra de Silva • October 16, 2014
Smart beta strategies are changing the debate over active and passive investment by promising to deliver market-beating returns at indexlike prices.
Andrew Barber • October 09, 2014
British central bank leaves rates unchanged; German exports disappoint; machinery orders rise in Japan; and a series of earnings announcements are on deck in the U.S.
Trang Ho • October 06, 2014
WBI Investments’ recently launched actively managed ETFs aim to lower its clients’ tax hits, but compared with similar funds the fees are expensive.
Rosalyn Retkwa • October 01, 2014
Recent U.S. offerings include actively managed ETFs and vehicles designed to capture companies new to dividends.
Trang Ho • August 08, 2014
The iBillionaire ETF tracks top investors’ purchases with the hopes of getting similar returns. But some see the cash only heading toward the likes of Carl Icahn and Warren Buffett.
Julie Segal • August 07, 2014
Northern Trust and State Street Global Advisors are leading the charge among large index fund providers to offer a more active alternative.
Trang Ho • July 11, 2014
A new MarketAxess/BlackRock tool could be the answer to wide bid-ask spreads in bond ETFs. But some say it could unintentionally spike volatility in the fixed-income market.
Michael Peltz • June 01, 2014
While hedge fund manager Seth Klarman and index fund pioneer Jack Bogle have different views on the age-old question, both shed light on why beating the market may be close to impossible.
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