Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
529 Plans Suffered in Q1 but Continue to Evolve
By Bernice NapachThese plans were hit hard due not only to stock exposure but also to some riskier bond holdings, according to Morningstar.
May 27, 2020
A Better Route for Green InvestingSustainable investing offerings can be confusing. Here are some pointers on how to determine stronger choices.
May 21, 2020
Fund Managers Fear Second Coronavirus Wave: BofA SurveyFund managers' cash allocation remains high, the monthly survey finds.
May 20, 2020
How to Prep Clients for Market Stress When They Don't Understand RiskUse a "goals-driven approach" instead, says Katherine Nixon of Northern Trust.
May 19, 2020
Institutional Investors Focus Capital on Global Problems: NatixisHalf of investors said institutions should champion ESG issues, Natixis reported.
May 18, 2020
The Role of Diversification in Uncertain TimesThree reasons to stay the course even when diversification seems to fail.
May 15, 2020
LPL Modeling Program Tops $2BThe service, which lets advisors run custom portfolios and outsource daily tasks, had about $600 million a year ago.
May 14, 2020
Biggest Asset Managers Want a New Labeling System for ETFsBlackRock, State Street and others want leading exchanges to enact their proposal.