October 19th, 2017
State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage global balanced funds; and more.
October 12th, 2017
Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF.
October 5th, 2017
American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.
September 28th, 2017
Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.
September 7th, 2017
Strategic beta ETFs are an important asset class to consider, but new research also warns many of the products “aren't as distinctive as they may first appear.”
September 7th, 2017
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
August 24th, 2017
Vanguard Establishes Total Corporate Bond ETF and Capstone Financial Launches New Crossmark Global Investments Brand.
August 10th, 2017
Vanguard updates benchmarks for bond funds; USA Financial adds asset managers to platform;
Voya cuts fees on Large-Cap Growth Fund; and more.
August 3rd, 2017
Deutsche and Fidelity cut fund expenses; Transamerica debuts smart beta ETFs; and Vanguard adds TimeSquare Capital to advisory team.
July 27th, 2017
Pensionmark rolls out new investment reporting tools; American Century enhances One Choice Target-Date Portfolios; Nationwide partners
with Hueler for new annuity; and more.
July 13th, 2017
John Hancock continues reducing mutual fund fees; Rise Financial opens its doors for socially responsible investing; Firms partner on portfolio analytics system; and more.
July 6th, 2017
BlackRock moving listing venue for 50 iShares ETFs, and Nuveen enters closed-end fund merger.
June 29th, 2017
Goldman Sachs and Wisdom Tree introduce ETFs, and Manning & Napier and SEI roll out CITs.
June 15th, 2017
Fidelity launches RMD-focused funds;
Duetsche launches U.S. Multi-Factor fund; TFC launches ESG investment strategy; and more.
May 23rd, 2017
The demand for low-cost passive funds is driving a downward trend in fees for mutual funds and ETFs, according to research by Morningstar.
May 11th, 2017
Morgan Stanley changes fund offerings; Data Science Partners develops downside-risk protection model; and more.
May 4th, 2017
Franklin Templeton launches strategic beta ETFs and Vanguard reduces expense ratios on more funds.
April 27th, 2017
The Toroso ETF Industry Index allows investors to measure the performance of the wider ETF Industry including ETF sponsors, index and data companies, as well as trading and custody providers, liquidity providers and exchanges.
April 17th, 2017
Passive strategies accounted for nearly all of March’s net inflows.
April 6th, 2017
Nationwide adds 3(21) fiduciary service from IRON Financial; Delaware Investments rebrands; Trust Company of
America launches ETF Custody Advantage; and more.