Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Lazard Adds U.S. Sustainable Equity Portfolio: Portfolio Products
By Jeff BermanAlso, Franklin Templeton model portfolios join the Envestnet platform.
July 01, 2020
Managers of Fed's New Bond Facility Like Health Insurer BondsThe portfolio includes bonds from Anthem, CVS Aetna, Humana and UnitedHealth.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 29, 2020
UBS Expands SMAs to Third-Party Asset Managers: Portfolio ProductsAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.