“Investors do not get nearly enough usable information about how their money is being voted, and because of that, they cannot adequately hold those fund managers accountable for how they vote in those elections,” Securities and Exchange...
Calvert CEO John Streur says the asset management industry is on the cusp of “ESG 2.0,” where governance and engagement will be more important than simply filtering portfolios with new metrics. This creates wide-open opportunities for financial...
Fidelity’s third-generation leader opens up about cryptocurrencies, M&A and why her firm cut index fund fees to zero.
In a world of ultra-cheap index investing, these S&P 500 mutual funds stand out for continuing to charge sky high fees.
These funds continue to charge high fees for basic index exposure, and many investors are still paying up, largely thanks to advisor inertia.
Since the 2015 proposal, flows to unusually high load sharing funds have been declining, Morningstar finds. Will the SEC keep the momentum going?
Thou shalt not fall into these traps.
More investors than ever are seeking to address environmental, social and governance concerns in their investments. But to what ends?
There are more than 70 times as many stock market indexes as there are actual stocks, many created by selective backtests and used by asset managers to market new funds, with minimal disclosures or oversight.
There is only one subcategory of equity funds where investors have been willing to pay for active management so far this year.