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News Stories Archives - Since 1998
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After Fidelity, an Ousted Star Becomes a Hedge Fundster
He left the Boston Behemoth in 2017 and has now launched his own shop with more than $300MM in AUM...
MutualFundWire.com -
Tuesday, June 18, 2019
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A Global Equity Shop Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, June 17, 2019
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Baird Three-Peats
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 14, 2019
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Bang! Calamos Seals a Deal
The midwestern fund firm buys a boutique and adopts its fund. Perhaps a new fund or two will come next...
MutualFundWire.com -
Tuesday, June 04, 2019
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From M&A Lawyer to Author to ETF Entrepreneur
Exponential ETFs and U.S. Bank help a startup enter the business...
MutualFundWire.com -
Thursday, May 30, 2019
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For $60MM to $70MM, an I-Bank Exits Asset Management
Management will buy up part of the firm, while an alternative asset manager will buy up the rest...
MutualFundWire.com -
Thursday, May 30, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Sullivan Makes Nice With a Familiar Legg Mason Backer
An activist is back for round two with the publicly traded, multi-boutique asset manager...
MutualFundWire.com -
Wednesday, May 22, 2019
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A Harbor SVP Departs, Again
The exec most recently spent 18 years at the Chi-Town fund firm...
MutualFundWire.com -
Tuesday, May 21, 2019
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Victory Squeezes More Out of the USAA Deal
The CEO and CFO talk to analysts on the multi-boutique's Q1 2019 earnings call...
MutualFundWire.com -
Thursday, May 16, 2019
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Will Peltz Duke It Out With This Fund Firm, Again?
The billionaire activist investor's Trian Fund Management may push new changes at a familiar, publicly traded asset manager...
MutualFundWire.com -
Wednesday, May 15, 2019
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Reader Rating: 3
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Mid-Size Outflows Rise
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Another Titan Breaks the Flows Duopoly
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Will This U.S. Multinational Open the MF Door to China?
Perhaps it will be the first foreign asset manager to take a majority stake in a Chinese fund firm...
MutualFundWire.com -
Thursday, May 09, 2019
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"Global" Is the Word of the Day
The 2019 ICI GMM begins in Washington, D.C.!..
MutualFundWire.com -
Wednesday, May 01, 2019
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Mass Customization, ESG Style
A firm looks to help asset managers and B-Ds offer investors ESG versions of various models...
MutualFundWire.com -
Monday, April 29, 2019
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Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com -
Monday, April 29, 2019
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A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com -
Friday, April 26, 2019
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Two Asset Management Deals That Weren't
An acquisition falls through, and a separate divestment isn't in the cards, either...
MutualFundWire.com -
Tuesday, April 23, 2019
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Week In Preview, April 22-28
This week the teams at AIMSE and MMI are hosting events...
MutualFundWire.com -
Monday, April 22, 2019
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Shouldn't We Stop Calling It That?
A few thoughts on branding and innovation in the mutual fund biz .....
MutualFundWire.com -
Thursday, April 18, 2019
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Sorry, Fundsters. This Titan Is Not Buying
At least he's not on the hunt for asset management M&A...
MutualFundWire.com -
Wednesday, April 17, 2019
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Baird Leads As Mid-Size Flows Fall
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 16, 2019
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Fidelity and T. Rowe Lead This New Old Awards Race
The two mutual fund giants each landed three nominations, more than any other fund firms...
MutualFundWire.com -
Tuesday, April 16, 2019
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The Most Powerful Force in the Investment Universe
A reader weighs in on the most famous product of an investment research giant...
MutualFundWire.com -
Friday, April 12, 2019
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Reader Rating: 5
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Nine Years Later, Macquarie Makes Another Big U.S. Buy
Shawn Lytle unveils a deal to buy an MF biz with $12.3-billion in AUM...
MutualFundWire.com -
Tuesday, April 09, 2019
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At FIS, a 26-Year Fund Services Vet Rises
The executive first joined the firm in 2017...
MutualFundWire.com -
Monday, April 08, 2019
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Five Tips to Shape Your Shareholder Letter
A reader weighs in with methods for improving a standard communication platform for fundsters...
MutualFundWire.com -
Friday, April 05, 2019
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Check Your Ego to Lead This MF Giant
An asset management chief talks about his unusual career path and the firm's tough 2018...
MutualFundWire.com -
Wednesday, April 03, 2019
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A $727B-AUM Fund Firm Drops Its Home Team
A publicly traded asset manager is exiting all of its sports sponsorships, including its sponsorship of a nearby baseball team...
MutualFundWire.com -
Tuesday, April 02, 2019
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After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com -
Monday, April 01, 2019
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25 Years In, a Religious Fundster Preps ETFs and More
Watch for the firm to broaden the reach of one of its non-fund offerings, too...
MutualFundWire.com -
Wednesday, March 27, 2019
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After Tweaks and a Retirement, a Distro Chief Focuses On Execution
"The industry's going through a lot of change. We are as a company pretty right-sized to take advantage."..
MutualFundWire.com -
Tuesday, March 26, 2019
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A CT Research Shop Enters the ETF Biz
The firm specializes in real estate investing and is a subsidiary of a wealth management RIA...
MutualFundWire.com -
Wednesday, March 20, 2019
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Reader Rating: 1
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DoubleLine Leads a Rebounding Mid-Size Pack
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 13, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 08, 2019
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Eyeing Two Channels, This Gotham Fundster Chief Is Hiring
Also stay tuned for more product launches at the niche mutual fund and ETF shop...
MutualFundWire.com -
Thursday, March 07, 2019
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After 26 Years at SEI, a C-Suiter Retires
Stay tuned for word on who will fill the executive's shoes...
MutualFundWire.com -
Thursday, March 07, 2019
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A Different Kind of Free?
ETFs with expense ratios of zero bps are officially on the way. Yet there are some caveats...
MutualFundWire.com -
Wednesday, March 06, 2019
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NextNextShares? Eaton Vance Preps an ETF Structure
Stephen Clarke and his team are creating another way to balance active PMs' transparency concerns with the benefits of trading on an exchange and the importance of distribution...
MutualFundWire.com -
Tuesday, March 05, 2019
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Pre-GMM, a Fundster Ally's Conference Returns
It's been four years since this firm last held this event for "entrepreneurial fund firms that have great funds and always want to know more about how to market."..
MutualFundWire.com -
Friday, March 01, 2019
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Dodge & Cox Rebounds to the Front
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Abbott Doubles Down On a $7.3B-AUM Boutique
The deal also involves a changing of the guard at the SoCal shop...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 5
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ProShares Wins as Mid-Size Flows Stabilize
M* updates January 2019 fund flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 25, 2019
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Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com -
Monday, February 25, 2019
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What Really Predicts ETF Success?
FactSet.com describes how the exchange traded fund side of the marketplace "has been getting tougher for years."..
MutualFundWire.com -
Thursday, February 21, 2019
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A Chi-Town Team Crowns Their First Fund Merger
The deal boosts one of their funds to $122.5 million and adds another PM to the team...
MutualFundWire.com -
Wednesday, February 20, 2019
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What Jobs Is This $538B Asset Manager Moving?
A publicly traded shop publicly discloses the breakdown of its moving and hiring plans for its next HQ...
MutualFundWire.com -
Wednesday, February 20, 2019
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From AI Engine to Mutual Fund
A boutique division of a $50B-AUM British asset manager rolls out an MF on this side of the pond...
MutualFundWire.com -
Tuesday, February 19, 2019
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Reader Rating: 5
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The Fundster 401k Roundup
Recordkeeper and TPA deals, KPA movement, and more made headlines this week on the defined contribution side of the business...
MutualFundWire.com -
Friday, February 15, 2019
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Reader Rating: 5
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Is Subadvising In Your Future?
An ally to boutique asset managers walks readers through pros and cons of finding a larger firm to adopt your fund(s) while you stay on as subadvisor...
MutualFundWire.com -
Monday, February 11, 2019
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Reader Rating: 4
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Gross Retires
After more than four years with Janus Henderson, the world's most famous bond fund PM is riding off into the sunset...
MutualFundWire.com -
Monday, February 04, 2019
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Who Gained Market Share In 2018?
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 31, 2019
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Active Outflows Dwarf Passive Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Monday, January 28, 2019
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Week In Preview, January 28-February 3
This week the teams at Direxion, FIASI, FSI, IDC, and T3 are all hosting events...
MutualFundWire.com -
Monday, January 28, 2019
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Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com -
Friday, January 25, 2019
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Putnam's Parent Refocuses Its U.S. Biz On Three Units
A publicly traded Canadian giant's south of the border arm agrees to sell a block of business to a Japanese-backed insurer...
MutualFundWire.com -
Friday, January 25, 2019
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Reader Rating: 4
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A Star Thornburg Ex-PM Retires
He stepped back from his PMing duties in recent years but stayed on as a senior advisor to the firm, until retiring on January 1...
MutualFundWire.com -
Tuesday, January 22, 2019
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Reader Rating: 5
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88 Percent of Midsize Firms Suffered In December
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Tuesday, January 22, 2019
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Week In Preview, January 22-27
This week the teams at Alger, the CFA Society Hartford, and the Expect Miracles Foundation are all hosting events...
MutualFundWire.com -
Tuesday, January 22, 2019
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Only Two Firms Added More Than $10B In 2018
M* Direct updates mutual fund and ETF flows estimates for all of 2018...
MutualFundWire.com -
Thursday, January 17, 2019
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Reader Rating: 4
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Jack Bogle Dies
The Vanguard founder passes away at the age of 89...
MutualFundWire.com -
Wednesday, January 16, 2019
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Reader Rating: 5
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Needles Teams Up and Aims For Core Portfolio Spots
The American Beacon chief turns to an ally twice over across the pond...
MutualFundWire.com -
Wednesday, January 16, 2019
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A Parisian Acquirer Hunts For U.S. Fund Firms
The chief wants to outright buy a fund firm, and he's still looking to take stakes in other asset managers...
MutualFundWire.com -
Wednesday, January 16, 2019
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Mansueto Bets on Virtual Healthcare
The M* owner co-leads a fundraising round for a local startup...
MutualFundWire.com -
Tuesday, January 15, 2019
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Week In Preview, January 14-21
This week the teams at MFDF, MMI, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, January 14, 2019
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A Biotech Vet Enters the ETF Biz
Watch for his startup to launch more indices, ETFs and even mutual funds...
MutualFundWire.com -
Friday, January 11, 2019
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The World's Biggest Asset Manager Is Cutting ... But Still Growing
500 jobs will be cut in the coming weeks. That translates into about 3.4 percent of the company's total workforce...
MutualFundWire.com -
Friday, January 11, 2019
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M* Reboots the Fund Manager of the Year Awards
Asset classes and one-year performance are out. More product structures, passive strategies, and long-term performance are in...
MutualFundWire.com -
Thursday, January 10, 2019
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Reader Rating: 1
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Resolute Buys Into a Pair of Fixed Income Shops
Gene Needles and his team at the American Beacon parent seal their fifth and sixth deals to invest in boutique asset managers, this time on opposite coasts...
MutualFundWire.com -
Tuesday, January 08, 2019
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Reader Rating: 5
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After Gaining Key Distro Access, a Faith-Based Fund Firm Staffs Up
The fund firm is also ramping up its shareholder engagement, going beyond negative screening...
MutualFundWire.com -
Monday, January 07, 2019
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35 Years Later, This Value Shops Launches Another
A West Coast shop with $30 billion in AUM just launched its second bond fund ever, and its first in more than three decades. It's been eight since its last equity fund launch...
MutualFundWire.com -
Friday, January 04, 2019
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'We've Done Lousily, and I'm Not Blaming Others'
A liquid alts giant pushes back against those who would blame the stock market's woes on quants...
MutualFundWire.com -
Friday, January 04, 2019
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Even Passive Funds Slipped In 2018
Though passive funds continued to win last year, their gains fell short of 2017...
MutualFundWire.com -
Wednesday, January 02, 2019
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Passive Inflows and Active Outflows Rise
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Monday, December 24, 2018
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M* Leads the Smallest Fund Firm Pack
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Thursday, December 20, 2018
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A Wirehouse's Sibling Wins In November
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Tuesday, December 18, 2018
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Are You Adequately Assessing Your Software Vendors For Cybersecurity Risks?
The CTO of an industry software provider suggests four questions that fundsters should ask their vendors...
MutualFundWire.com -
Wednesday, December 12, 2018
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Reader Rating: 5
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Mertens Takes a New Career Lane
David Mertens picks up new roles almost two years into retirement...
MutualFundWire.com -
Tuesday, December 11, 2018
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Four Fund Firms Are Repeatedly Among the Best Workplaces
More than two dozen mutual fund shops landed on the latest edition of a trade publication's list...
MutualFundWire.com -
Tuesday, December 11, 2018
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Reader Rating: 4
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A Midwestern Shop's Sales Chief Adds a New Piece to Her Team
She promoted one team member and hired another for the new role...
MutualFundWire.com -
Friday, December 07, 2018
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A 20-Year Allianz GI Sales Vet Departs
There is no word yet on how this wholesaler's duties are being handled...
MutualFundWire.com -
Wednesday, November 28, 2018
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Reader Rating: 5
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Vanguard Simultaneously Won and Lost Last Month
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 27, 2018
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Will New Brand Rules Change the China Opp For U.S. Fundsters?
An SRO in the world's most populous country creates new asset management branding rules, scheduled to take effect in January...
MutualFundWire.com -
Friday, November 23, 2018
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After Ultimus and Gemini Merge ...
Ultimus president Gary Tenkman talks to MFWire about what's next for the independent mutual fund administration shop after the private equity deals and merger...
MutualFundWire.com -
Tuesday, November 20, 2018
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An Inverse Index Fund Specialist Takes the Lead
M* updates ETF and long-term, open-end mutual fund flows data for October 2018...
MutualFundWire.com -
Tuesday, November 20, 2018
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Kinzie Hires an Internal Sales Manager
The new hire hails from a Beantown ETF strategist...
MutualFundWire.com -
Friday, November 16, 2018
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WAM! PGIM Buys a $1.76B AUM Shop
The insurer's giant asset management unit expands its quant arm across the pond...
MutualFundWire.com -
Wednesday, November 14, 2018
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Why Victory Is Buying USAA AMC
Dave Brown and his team offer four main strategic rationale for the deal, for which Victory will shell out up to $1 billion. Meanwhile, more than 300 employees are expected to join while less than 100 could be cut...
MutualFundWire.com -
Thursday, November 08, 2018
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Nine Months In, What's Next For a Gotham Startup?
This new ETF shop added a new partner to the team last month after rolling out its first two ETFs earlier this year...
MutualFundWire.com -
Tuesday, November 06, 2018
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This is Just the Beginning ... of an ETF Series and a Distro Strat
An ETF entrepreneur rolls out an ETF with a new ally and looks for more...
MutualFundWire.com -
Monday, November 05, 2018
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An ETF Startup Sticks to Value, With a Twist
A Chi-Town trio debut their first fund and plan more. Their mission is to rationally redefine value investing for the 21st century...
MutualFundWire.com -
Friday, November 02, 2018
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Lytle Scores an Ivy League First
Macquarie IM does a sponsorship deal that will put its logo on a historic home for several sports teams from an elite university...
MutualFundWire.com -
Wednesday, October 31, 2018
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Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com -
Tuesday, October 30, 2018
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Deutsche Anoints a New DWS Chief
The giant bank brings back a familiar face to take over its publicly traded asset manager...
MutualFundWire.com -
Thursday, October 25, 2018
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Fundsters' National Accounts Hiring Shifts
The Fuse Research Network team talks to fundsters about their plans for their national accounts teams...
MutualFundWire.com -
Tuesday, October 23, 2018
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Reader Rating: 5
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What Invesco Gets Out of OpFunds
Marty Flanagan explains the $5.715-billion deal...
MutualFundWire.com -
Friday, October 19, 2018
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New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Wednesday, October 17, 2018
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BlackRock Feels Fidelity's Quietly Expanded Love
Larry Fink and Co discuss their Q3 2018 results with analysts...
MutualFundWire.com -
Wednesday, October 17, 2018
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Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com -
Monday, October 15, 2018
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