CalPERs $402 billion pension fund (as of 2/7/20) relies more heavily on traditional equity and fixed income than many of its U.S. pension plan peers.
From the “know what you own” department, the top 5 stocks in the S&P 500 now make up 18% of the index, according to a
Invesco recently announced that they will be closing 42 ETFs, representing $1.3 billion in assets. The closures are scheduled to occur in February of 2020.Over
Nasdaq is leading a coalition of market participants recommending to the SEC the adoption of a market-based approach where not tick would be wider than
Clients should always understand what their adviser has placed into their portfolios, why the investments are being used, and what are the particular risks. A
Mutual funds and even some ETFs typically distribute taxable capital gains to shareholders in December of each year. ETFs are commonly more tax efficient and
Over the past month, large custodians including Schwab, Fidelity and others have eliminated commissions for both retail clients and RIA custody clients. For some RIAs,
The Model Weighted Average Net Expense Ratio applies only to the portion of the model that is comprised of mutual funds and/or ETFs. It reflects
In the quest to launch successful products, ETF sponsors have ventured into thematic segments of the financial markets. Think robotics, artificial intelligence, fintech, online retail,
On Thursday, September 26th, the SEC passed a long-awaiting ruling that differentiates ETFs from mutual funds from a regulatory perspective. The new regulations will reduce
MSCI announced today that they have increased the inclusion factor of all China A Large Cap shares from 10% to 15% in the MSCI Indexes
A recent article from Bloomberg highlights the challenges that negative interest rates are having on German savers and bankers alike (see Bloomberg). While historically unprecedented,
