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.
What Advisors Want to Hear From Mutual Fund Firms
By Marlene SatterSunStar Strategic set out to find the type of fund information advisors want.
October 08, 2018
First-Half US Portfolio Performance Challenged Advisors: NatixisActive management eked out a win over passive investments.
October 08, 2018
Jonathan Clements: After Cuts in Fund Fees, Advisors' Fees Are NextThe longtime columnist tells ThinkAdvisor how advisors can maintain their value and why he likes immediate fixed annuities.
October 08, 2018
Key Global Bond Index Suffered $916 Billion Loss Last WeekIt was biggest loss since the aftermath of Trump's election in November 2016 and sows fears of even bigger losses ahead.
October 08, 2018
Many Advisors Avoid ESG Strategies Despite Investor InterestAsset managers, however, continue to increase ESG and sustainable investment offerings.
October 04, 2018
How High Can Bond Yields Climb Before Stock Investors Worry?The relative appeal of stocks vs. bonds tends to wane when yields rise.
October 02, 2018
Most Institutional Investors Use ESG in Investment Approach: SurveyAn RBC survey found institutional investors felt it was a fiduciary duty to use ESG, and many believe ESG outperforms.
October 02, 2018
Morningstar and Mercer Pair Up to Offer Data PlatformThe two firms announced an alliance to provide institutional asset management data on a single global platform.