In this week's fund news, firms bulk up their direct indexing capabilities, Vanguard merges target-date funds, DFA expands its SMAs and slashes minimums, and a new BlackRock tool helps advisors invest in private markets.
The Gen Z ETF, a joint venture between adviser Empowered Funds and Alkali Fintech, will track companies that Alkali deems most relevant to investors born between 1997 and the early 2010s.
Janus Henderson filed for the Janus Henderson B-BBB CLO exchange-traded fund (JBBB). If approved, it’ll invest at least 80% of assets in securities rated from BBB+ to B-.
These funds saw the most money move out of them over the last 30 days.
Conviction has been rising in recent years that slicing bonds by factors like value and price momentum provides a way to outperform traditional investing styles.
Jennifer Grancio, a veteran of BlackRock and ETFs, talks about developing her new firm’s strategy—and the data that is driving success
Despite the marketing push around investment products and ESG funds, there is no one-size-fits-all approach to sustainable investing.
The buy-the-dip mantra among retail investors helped to power the near-doubling in U.S. stocks from pandemic-induced lows in March last year.
