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...Total assets under management in climate-focused funds rose 14 per cent last year to almost $522bn....
...Fast-growing private capital managers such as Apollo have in recent years pushed aggressively to create higher earning assets for insurance companies....
...“There will be some schemes who like the idea that their members will be looked after by a mutual,” he said, aiming at the smaller pension fund end of the market....
...calculations, compared with 62.4 per cent for active mutual funds....
...Eventually the mutual fund is dead.”...
...Fund providers in Europe that until recently saw little threat to their business model of selling actively managed mutual funds appear to be changing their tune....
...Mutual funds got another boost in the 1980s, as big companies started shifting away from defined benefit pensions....
...Pimco’s suite of mutual funds, which had $356.3bn in assets under management as of January 31, netted $2.1bn in flows for the year ended the same date, according to Morningstar Direct....
...In a 2019 paper titled “Challenging the Conventional Wisdom on Active Management: A Review of the Past 20 Years of Academic Literature on Actively Managed Mutual Funds”, Martijn Cremers, Jon A Fulkerson...
...The firm’s ETFs, the first of which launched in 2013, would “probably cannibalise some of the mutual funds”, Johnson said, but mutual funds would remain popular in the retirement channel, she added....
...Cboe Global Markets has asked the Securities and Exchange Commission to allow companies to list exchange traded fund shares of their existing US mutual funds, a rule change sought by several large asset...
...Asset managers such as Dimensional Fund Advisors — which has a fast-growing ETF business but still runs most of its assets under management in mutual funds — think it has made “a very thoughtful case” for...
...Mutual fund company Capital Group has amassed about $21bn in ETF assets since 2022 with a different approach: focusing fund launches on categories such as core bonds, income and dividend yield....
...European mutual funds have never had two consecutive years of negative fund flows, data from Broadridge shows....
...Other large firms that have refashioned mutual funds as ETFs include JPMorgan Asset Management and Fidelity. JPMorgan Asset Management launched its first ETF a decade ago....
...Now it seems even passive mutual funds may be struggling to meet the bar the UK regulator has set in order to tackle claims of fund industry “greenwashing”....
...Part of the problem is that investment advisors and mutual funds have been running just to stand still....
...investors, and deliberately avoided splashy marketing of its mutual fund offering, company officials said....
...The mutual fund company announced it is promoting Ted Maloney, its chief investment officer, to CEO as of January 2025....
...Investors have withdrawn about $1tn from mutual funds in that time....
...MFS Investment Management plans to launch its first exchange traded funds as early as next year, the company has confirmed, bringing the largest holdout mutual fund manager in the US into the ETF market....
...“This is one of the most fundamental changes in the asset management market,” he said, noting that mutual funds shed about $800bn in assets last year, and ETFs — not coincidentally — gained . . . $800bn....
...In another test, S&P looked at US mutual funds....
...Morgan Stanley Investment Management has filed to adopt Vanguard’s exchange traded fund multi-share class structure, becoming the fifth in line to seek approval to do so....
...There’s also a trio of JPMorgan Hedged Equity Funds (mutual funds each with somewhat different reset dates) that together manage another $25.6bn....
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