Mutual Funds

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes.

The unit, aimed squarely at fee-based advisors, has hired former WisdomTree exec Geoff Hunter as vice president, relationship director and investment specialist.

Is the cross-border hassle worth the reward?

Morningstar analysts ran mutual funds and ETFs through its new methodology, taking effect Oct. 31, to see the impact of the ratings enhancement.

The fund family is making an even bigger push for boards to reflect diversity in terms of gender, race and ethnicity as well as skill, experience and opinion.

The top 25 fund families hold $15.7 trillion, or 82% of investors’ assets in U.S. funds, according to Morningstar.

In periods of stress, ESG bond funds have outperformed non-ESG funds.

Money-market mutual funds saw $18 billion of inflows in the week ended Wednesday, pushing total assets to an almost 10-year high of $3.35 trillion.

Presentation can shape investment behavior.

The five models, built with AQR mutual funds and targeted to various levels of investor risk, will be available on the Envestnet platform.