Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Small/Mid Cap Manager of the Year: Riverbridge Partners
By Jeff BermanLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 22, 2021
Strategist & Overall Manager of the Year: WestEnd AdvisorsFour of the five high-conviction strategies are built with ETFs from Vanguard, BlackRock and State Street.
June 22, 2021
Fidelity, Pimco, Dodge & Cox Win Morningstar AwardsMorningstar has announced the winners of its 2021 U.S. Morningstar Awards for Investing Excellence.
June 21, 2021
What Should the SEC Require in Climate Change Disclosures?The agency received hundreds of responses to its call for input on climate change disclosure rules.
June 21, 2021
Gundlach's DoubleLine Plans Closed-End Version of Shiller Enhanced CAPE Fund: Portfolio ProductsAlso, Barclays bank launched its second gold-related ETN, and ETFG and Direxion added new leveraged ETFs.
June 18, 2021
Jeremy Siegel's 7 Economic Predictions for Advisors and InvestorsThe Wharton finance professor expects prices to rise 20% or more over the next three to four years.