Top 10 Best Performing ESG Funds of 2017: Morningstar
Who says you have to sacrifice performance for sustainability? These 10 funds have returned more than 24% since last June, according to Morningstar.
Grantham’s GMO Dissolves International Stock Team as Assets Fall
A more quant-focused global equity team takes over strategies; GMO’s assets under management have fallen steeply in recent years.
What's Next for the DOL Fiduciary Rule?
A Morningstar regulatory specialist says changes to enforcement and even a delay in the full rollout date are possible.
4 Portfolio Models to Help Advisors Segment Clients
These models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio Products
Also, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
SMA Manager of the Year Brendan Clark on Diversifying Your Methodology
“Obviously, we believe in diversification of asset class, but we take it one step further and even diversify our methodology," says Brendan Clark of Clark Capital
GMO’s Grantham: Higher Stock Prices Aren’t Permanent
The onetime "perma-bear" expects 2.7% real returns for the S&P 500 over the next 20 years.
Mutual Fund Flows Beat ETFs in June: Cerulli
Half of advisors plan to increase their use of fixed income ETFs, according to Cerulli.
Passive Investing May Be Nearing ‘Dangerous’ Levels: Portfolio Manager
Larry Pitkowsky of GoodHaven Capital Management explains how to best position a portfolio to differentiate yourself from the index.
Not All Active Managers Are Poor Performers
It’s more important now than ever to understand how to distinguish truly active, high-performing funds from low-performing closet indexers.