Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend
The data seems to show that indexing the Foreign Large Cap Blend space is fairly difficult.
How to Profit From a Strong and Rising Dollar
A stronger dollar may not be good news for U.S. exporters but could make money for investors playing the currency trade.
It's a Good Time to Visit Muniland, but Come Prepared
David Kotok, co-author of "Adventures in Muniland," and Matt Fabian of Municipal Market Analytics counsel muni bond investors on what to watch out for.
Schwab’s Kleintop: 7 Big Developments for Advisors to Watch
The global strategist tells ThinkAdvisor what he sees for China and Europe and how the world's central banks will react when the Fed hikes rates.
Investors Exit Active Funds to Tune of $159B Over Past Year: Morningstar
Morningstar reports $14.3 billion exited U.S. equity mutual funds and ETFs in July, but J.P. Morgan, American Funds buck active trend.
Morningstar: Steve Wruble of RiskX on Timelines and Risk
Investment firm looks no more than 90 days out as it considers tactics and strategy.
Morningstar to Launch ESG Scores for Mutual Funds & ETFs
For the first time, investors will be able to use ESG factors to compare global funds across categories, relative to benchmarks, and over time.
Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors
Strategies and Resources' Matt Lynch worries there's "at least one too many intermediaries" in the vendor-advisor supply chain.
Morningstar: 361 Capital's Florence on the Role of Liquid Alts
Tom Florence discusses the risk management role of liquid alternative mutual funds in your clients' portfolios.