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Related Special Reports
...But it is not just ETFs that are taking money from mutual funds....
...MSIM launched its ETF business a year ago, and in October filed plans to carry out its first mutual fund-to-ETF conversions....
...Franklin Templeton’s experience suggests few investors are bothered about seeing their ownership of a mutual fund on a blockchain....
MassMutual arm files for temporary restraining order and preliminary injunction after 20 employees defect
...Model portfolios — standardised investment packages that broker-dealers, wirehouses and registered investment advisers can use to invest client money — typically use between four and 20 underlying ETFs or mutual...
Case studies in best practice among general counsel and company legal teams in North America
...This year, the legal operations team at Liberty Mutual launched a programme that pairs its staff with lawyers to improve processes or apply new technologies in specific areas of the business....
...Mutual funds have enabled millions to invest in the stock market since they were introduced 100 years ago, but newer, nimbler products are reshaping asset management....
...Hours later, the two companies issued a mutual statement terminating the deal, citing the regulatory challenges. Adobe will pay Figma $1bn in a termination fee under the terms of the merger agreement....
...Buckley initially joined Vanguard as a research assistant to Jack Bogle, the group’s founder, who pioneered passive investing and the company’s unusual mutual structure....
...In some cases, that figure is in stark contrast to ETFs’ mutual fund counterparts....
...ETFs enjoyed inflows of €119.7bn over the course of the first 10 months of 2023, while mutual funds faced estimated net outflows of €61bn....
...However, rather than being a springboard for further growth, December 2021 represented a pinnacle for the popularity of active non-transparent funds as they began to lose market share to their fully transparent...
...In two filings with the Securities and Exchange Commission, the manager proposed allowing an unspecified number of open-end mutual funds to list ETF shares....
...Personally, I hold Michael Douglas wearing a chunky bottle green jumper over a bare chest in 1992’s Basic Instinct as the pinnacle of V-neck wearing....
...More than half of US actively managed mutual funds and ETFs outperformed their average passive counterparts in the 12 months to the end of June, a Morningstar report shows....
...Many due diligence specialists want a mutual fund or ETF to have a lengthy performance record before they will consider putting it on a recommended list or a brokerage platform....
...“It’s astonishing that a trillion-dollar corporation at the pinnacle of the American tech industry just engages in blatantly dishonest processes, such as putting all of their communications in a form of...
...The return gaps were far wider in exchange traded funds than in thematic mutual funds, the researchers found....
...“Sometimes you just need an office,” says Donna (Kimberly Herbert Gregory), with whom Carol develops a tentative friendship built on banana bread and mutual quietude....
...The latest study, based on data for the 10 years to the end of 2022, showed that the average dollar invested in ETFs and mutual funds returned 6.0 per cent per year....
...That is partly because the industry is in the middle of a burst of innovation, with money managers bringing out new combinations of equities and debt, ETF versions of well-known mutual funds as well as entirely...
...Both firms have converted existing mutual funds to ETFs, a process that allows funds to build on existing asset bases instead of starting from scratch....
...“While much of the discussion in the fund world recently has focused on mutual fund to ETF conversions, investors who primarily use mutual funds should not be ignored,” said Alexander Morris, president and...
...Meanwhile, traditional mutual funds continue to dominate the European thematic funds arena, accounting for 90 per cent of assets, according to Morningstar data....
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