KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads...

Mutual funds experienced net inflows of $13 billion in February, according to Cerulli, but it was likely a blip rather than a turning point.

Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are...

The influence of active management on Morningstar’s Style Box.

Adding unique exposures is the most efficient and prudent way to reduce left tail risk.

BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.

Model portfolios continue to grow more popular among financial advisors.

Morgan Stanley wants permission to add an ETF share class to its existing mutual funds, joining a growing list of money managers who are looking to recreate the blueprint that’s still exclusive to Vanguard despite the May expiration of a patent...

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...

Falling valuations mean that future expected returns are higher.