Top Portfolio Products: New Bond, Macro and Real Estate Funds
The new fund sponsors are American Funds, Franklin Templeton with K2 and CAPFUNDR with Hamilton Real Estate Capital.
Are ‘Safe Haven’ Assets Safe Anymore?
"There is no safety in safety," says Tiger 21 founder Michael Sonnenfeldt.
Low-Volatility ETFs Are Outperforming but Untested
Investors are pouring money into low-vol ETFs even though market volatility is down.
My Personal Fund Screening Process
Using the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
Top Portfolio Products: Additions and Subtractions for Direxion ETFs
Direxion announced two new ETFs plus splits for five ETFs that rallied sharply and reverse splits for four that suffered large losses.
It’s Not Just Fees That Hurt Performance of Active Management
S&P Dow Jones Indices reports that most retail mutual funds underperform their benchmarks even before fees are calculated.
Why Some New Funds Soar and Others Flop: Morningstar
A new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
DOL, SEC Fee Scrutiny Sparks Shift to Passive Investing
Use of passively managed funds and ETFs at indie BDs and wirehouses will continue to accelerate, says Broadridge.
Asset Managers Gobble Up Smart Beta Firms
These acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.
An ETF Public Service Announcement Regarding Liquidity
Blaming ETFs for flash crashes is like blaming Toyota or Honda for car thefts because they were the most stolen vehicles last year.