Mutual Funds

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Brookfield Raises $12 Billion For Flagship Private Equity Fund

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Brookfield has been one of the world's most active investment firms this year.

With ESG Under Siege, Neuberger Backs Active Stock-Picking

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Despite outflows and political pressures, Neuberger Berman believes ESG strategies are here to stay.

AssetMark Fined $18 Million For Hiding Cash Sweeps And Revenue-Sharing Conflicts

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The firm allegedly failed to disclose conflicts of interest on the programs, leading to a $9.5 million civil penalty.

Ex-Morgan Stanley Prime Broker Plans $3 Billion Hedge Fund

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The majority of the firm's investments will be in Asia.

BlackRock, State Street Among Money Managers Closing ESG Funds

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More US sustainable funds have closed in 2023 than the prior three years combined.

Opto Rolls Out Private Market Fund Strategies For Advisors

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The company says it can help advisors create customized fund strategies for wealthy clients.

Fidelity's Billionaire Johnson Family Backs Consumer Venture Capital Fund

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The fund spent about a year prior to the launch quietly investing in four startups in health, wellness and beauty.

Tom Steyer Launches New $1 Billion Climate Investment Fund

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The fund will focus onsectors ranging from carbon management software to hard tech such as battery recycling.

Goldman Analysts Have Bad News For Fund Managers Ignoring ESG

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The fund industry is being pressured to slap an ESG label on as much as possible.

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

Finding Gems In The Trash Heap

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The Pzena Emerging Markets Value Fund's deep-value approach has been a winner.

Vanguard Wannabe Faces SEC Battle To Mimic Tax-Slashing Funds

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F/m Investments has filed to create mutual funds as a share class of its ETFs.

'Golden Age' For Investing Is Over, Evercore's Ralph Schlosstein Says

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The way to make money in the next couple of decades is going to be in equities, he said.

BlackRock Backs Fewer Climate, Social Shareholder Proposals

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Some of the most outspoken proponents of ESG are curbing their enthusiasm amid backlash from investors and politicians.

Vanguard's Tax-Busting Fund Design Is Getting Its Latest Revamp

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F/m Investments appears to be taking several tips from Vanguard's playbook.

BlackRock, Fund Managers Brace For Even More Scrutiny Over China

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A new Biden administration executive order limits U.S. investments in China in key technology industries.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

Starwood To Start Pitching New Distressed Real Estate Fund

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A new vehicle would follow the company's Starwood Distressed Opportunity Fund XII.

Oaktree Targets Over $18 Billion For Record Private Credit Fund

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If Oaktree Opportunities Fund XII surpasses $18 billion, it would be the largest private debt fund of all time.

ETF Assets Will Overtake Mutual Funds In 15 Years, Cerulli Says

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But mutual funds will remain a key part of retirement and separate account strategies, the firm said.

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