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News Stories Archives - Since 1998
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A Chi-Town ETF Entrepreneur Hunts For Allies
A top exec confirms that the team is open to adding a distro chief and strategic partnerships...
MutualFundWire.com -
Wednesday, February 06, 2019
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One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com -
Tuesday, February 05, 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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Bridge Builder Won Proportionately Last Year, But Not In December
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Tuesday, January 29, 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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This New Fund Firm Won the 2018 Flows Race In Just Two Months
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 24, 2019
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Last Month, Small Fund Firms' Outflows Sextupled
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Wednesday, January 23, 2019
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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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Only Five Behemoths Netted December Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Friday, January 18, 2019
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Mourning Bogle
Fundsters join the chorus of those remembering the fallen Vanguard founder...
MutualFundWire.com -
Friday, January 18, 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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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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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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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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Blackstone Leads as Outflows Per Fund Drop
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Friday, December 21, 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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In November, a PE Titan Took the Lead
M* updates November 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 19, 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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BlackRock Catapults Back to the Lead
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Monday, December 17, 2018
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A Model U.S. Active Manager?
M*'s Greggory Warren shares a portrait of a publicly traded fund firm that he sees as well-positioned, despite oncoming asset management industry headwinds...
MutualFundWire.com -
Wednesday, December 12, 2018
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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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October Outflows Surpassed September Inflows
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 26, 2018
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An ETF-In-a-Box Shop Takes the Lead
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 23, 2018
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A Retirement Plan's Bespoke Funds Won October
M* updates October 2018 flows data for ETFs and long-term , open-end mutual funds...
MutualFundWire.com -
Wednesday, November 21, 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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Two-Thirds of the Giants Suffer Outflows
M* updates flows data for ETFs and long-term open-end mutual funds for October 2018...
MutualFundWire.com -
Monday, November 19, 2018
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Will a $459.8B Asset Manager Choose Interval Funds?
Execs at a publicly traded mutual fund shop express interest in a special kind of mutual fund...
MutualFundWire.com -
Thursday, October 18, 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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Fund Flows Rise as a Newcomer Takes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Tuesday, October 16, 2018
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A Freshly Converted Fund Wins September
M* updates flows data for ETFs and long-term open-end mutual funds in September 2018...
MutualFundWire.com -
Monday, October 15, 2018
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A British EM Specialist Leads
M* updates flows data for ETFs and long-term open-end mutual funds in September 2018...
MutualFundWire.com -
Friday, October 12, 2018
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As First Trust Takes the Lead, Bridge Builder Slows
M* updates ETF and long-term, open-end mutual fund flows data for September 2018...
MutualFundWire.com -
Thursday, October 11, 2018
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SSgA Rebounds, and Vanguard's Flows Double
M* updates flows data for ETFs and long-term open-end mutual funds for September 2018...
MutualFundWire.com -
Wednesday, October 10, 2018
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Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, October 08, 2018
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The Eight Richest Fundsters Are ...
Forbes unveils its 2018 "Forbes 400" list. Familiar faces from the mutual fund industry are on the list, though one famous PM falls off...
MutualFundWire.com -
Thursday, October 04, 2018
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Fund Flows Fall 30 Percent, Proportionately
M* updates ETF and long-term, open-end mutual fund flows data for August 2018...
MutualFundWire.com -
Thursday, September 20, 2018
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A Concentrated, Fundamental Shop Leads
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Wednesday, September 19, 2018
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A Chi-Town Value Shop Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Tuesday, September 18, 2018
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Reader Rating: 5
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Bridge Builder's Lead Widens
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Monday, September 17, 2018
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GSAM Roars, and BlackRock Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Friday, September 14, 2018
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In Gotham, an $11.8B Duo Reopens
A big boutique is again letting new investors into its two mutual funds. Yet don't expect them to ramp up their distribution team just yet...
MutualFundWire.com -
Thursday, September 13, 2018
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One Month, $987.7MM
It's been a month since the Boston Behemoth launched a pair of mutual funds with expense ratios of zero bps...
MutualFundWire.com -
Wednesday, September 05, 2018
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Interval Funds' Challenge
A prominent industry commentator ponders why the 25-year-old mutual fund structure has not caught on like its open-ended brethren...
MutualFundWire.com -
Wednesday, August 22, 2018
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Still On Top, Bridge Builder Slows
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Monday, August 20, 2018
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BlackRock Buys Half of an Insurer's MFs
Pending shareholder approval, eight mutual funds will merge into products powered by the world's largest asset manager...
MutualFundWire.com -
Friday, August 17, 2018
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A British Firm Brings In $221MM On This Side of the Pond
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Thursday, August 16, 2018
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ARK Wins July
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Wednesday, August 15, 2018
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Bridge Builder Keeps Dominating
M* updates mutual fund and ETF flows data for July...
MutualFundWire.com -
Tuesday, August 14, 2018
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Flows Brighten, and Passive Titans Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for July 2018...
MutualFundWire.com -
Monday, August 13, 2018
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Richard Bernstein Takes the Lead Proportionately
Meanwhile, Vanguard continues to dominate this niche, too (on an absolute basis)...
MutualFundWire.com -
Tuesday, August 07, 2018
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How One Non-Profit Hopes to Eliminate 'Manels'
Women in ETFs' new initiative hopes to expand representation of women in the ETF industry...
MutualFundWire.com -
Monday, August 06, 2018
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Week In Preview, July 23-29
This week several publicly traded asset managers are reporting their earnings...
MutualFundWire.com -
Monday, July 23, 2018
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Pound For Pound, a B-D Dominates Inflows
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Friday, July 20, 2018
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A Sub-Advised Equity Shop Takes the Lead
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Wednesday, July 18, 2018
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Reader Rating: 5
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A Fund-of-Funds Shop's Inflows Double
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Tuesday, July 17, 2018
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Natixis Buys in SoCal and Europe
Jean Raby pulls the trigger on one deal and agrees to another...
MutualFundWire.com -
Tuesday, July 17, 2018
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A Year-Old ETF Shop Rocks June
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Monday, July 16, 2018
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Vanguard Retakes the Lead as Flows Plunge
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Monday, July 16, 2018
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Reader Rating: 1
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Two Familiar Billionaires Buy New Homes
Where do the richest fundsters live? One just bought a bachelor pad in the OC, and another recently acquired a condo in southern Florida...
MutualFundWire.com -
Friday, July 13, 2018
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Proportionately, This Growth Shop Won May
M* updates May flows data for open-end mutual funds and ETFs...
MutualFundWire.com -
Thursday, July 12, 2018
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From Fund Industry Titan to Sports Maven
A certain familiar billionaire is buying a big stake in a hometown pro team...
MutualFundWire.com -
Thursday, July 12, 2018
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A Low Vol Shop Climbs Into First
M* updates mutual fund and ETF flows data for May. Here's who led and lagged the pack among the smallest fund firms...
MutualFundWire.com -
Tuesday, July 10, 2018
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A Value Equity Shop Leads This Pack
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com -
Monday, July 09, 2018
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Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com -
Friday, July 06, 2018
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Allianz Expects Less From Asset Management This Year
Another $175.25 billion in inflows probably isn't in the cards...
MutualFundWire.com -
Friday, July 06, 2018
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There's a New Reigning Champ Among Fund Firms
M* release its monthly flows report for May 2018...
MutualFundWire.com -
Friday, June 29, 2018
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Will This Tech Tilt the Industry Even Further Towards the Titans?
A veteran mutual fund industry thinker predicts a coming investment revolution...
MutualFundWire.com -
Wednesday, June 13, 2018
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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A Roboadvisor Wins April, Proportionately
M* updates flows data for open-end mutual funds and ETFs...
MutualFundWire.com -
Tuesday, June 05, 2018
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Wealthfront's Flows Nearly Triple
M* updates open-end mutual fund and ETF flows data for April...
MutualFundWire.com -
Monday, June 04, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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A Liquid Alts Shop Roared In April
M* updates mutual fund and ETF flows data for April...
MutualFundWire.com -
Friday, June 01, 2018
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Reader Rating: 5
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Despite Slipping, an ETF Shop Keeps the Pole Position
M* updates mutual fund and ETF flows data for April...
MutualFundWire.com -
Thursday, May 31, 2018
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BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 2018...
MutualFundWire.com -
Wednesday, May 30, 2018
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Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com -
Tuesday, May 29, 2018
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Mansueto the Billionaire Real Estate Baron?
Word is that the Morningstar founder is about to pull the trigger on a nine-figure deal in Chi-Town...
MutualFundWire.com -
Friday, May 25, 2018
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Checking the Pulse of Your Funds' Flows Prospects
An investment research giant launches a new asset manager tool and kicks off a new research paper series by drilling down on what drives fund flows...
MutualFundWire.com -
Wednesday, May 23, 2018
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Pound For Pound, a Roboadvisor Won the March Fund Flows Race
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Friday, May 04, 2018
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And the March Fund Flows Victory Goes to ... a Roboadvisor?
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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Ark Takes the Lead
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Tuesday, May 01, 2018
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A 9-Year M* Vet Takes Over a Key Report
Yet his predecessor is staying on at Morningstar...
MutualFundWire.com -
Monday, April 30, 2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com -
Friday, April 27, 2018
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UBS Led This Pack As Vanguard Retook Another Crown
M* issues its Q4 2017 report on ETF strategists. The ETF providers are dominating inflows...
MutualFundWire.com -
Friday, April 20, 2018
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A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com -
Wednesday, April 18, 2018
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The 401k Industry Takes Nashville
More than 2,200 defined contribution industry insiders, including more than 1,100 FAs, have converged on Music City...
MutualFundWire.com -
Monday, April 16, 2018
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Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com -
Monday, April 09, 2018
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As Flows Slowed, This Multi-Manager Fund Family Won, Proportionately,
M* updates Morningstar Direct data on mutual fund and ETF flows in February...
MutualFundWire.com -
Wednesday, April 04, 2018
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In Defense of M*'s Stars, Take 42
Don Phillips compares the investment research giant's ubiquitous, 33-year-old ratings system to the grades students receive in school...
MutualFundWire.com -
Tuesday, April 03, 2018
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A Famed Economist's Fund Led the Pack in February
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Monday, April 02, 2018
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Two Niche ETF Shops Lead the Small Firm Pack
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Thursday, March 29, 2018
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An Insurer Won the February Midsize Fund Firm Race
M* updates flows data for mutual fund and ETF flows from last month...
MutualFundWire.com -
Wednesday, March 28, 2018
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Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com -
Tuesday, March 27, 2018
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Meet the Latest Fund Evaluation Complexities: LUP and LOP
M* has thrown yet another potential wrench into the way investors and FAs evaluate actively managed mutual funds and other investment products. Expect questions!..
MutualFundWire.com -
Tuesday, March 27, 2018
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An FA Software Shop Doubles Its Asset Manager Ally List
Watch for more than a dozen more asset managers to team up with the Chi-Town firm in the coming months...
MutualFundWire.com -
Monday, March 26, 2018
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2018's Richest Fundsters Are ...
A number of asset management (and asset-management-adjacent) industry insiders made it onto the latest annual edition of a famous list of the world's richest people...
MutualFundWire.com -
Friday, March 09, 2018
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Machine Learning Comes to Fund Ratings
M* chief Kunal Kapoor and his team add a third leg to their mutual fund ratings system...
MutualFundWire.com -
Wednesday, March 07, 2018
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Reuters Attacks a $224B Fidelity Product Suite
The news service takes the Boston Behemoth to task over performance woes, strategy changes, and risk. The article provides a case-in-point of the catch 22 that active managers often find themselves in when it comes to performance...
MutualFundWire.com -
Tuesday, March 06, 2018
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