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A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.September 23
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Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.September 4
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Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.August 27
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As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.August 18
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Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.August 17
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The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.July 22
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Almost 90% of smaller fund managers would no longer have to report their investments and their firms would save $136 million a year, the agency estimates.July 13
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The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.June 30
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Banks and insurers have trailed the S&P 500 by 20 percentage points, their worst performance at this point of a year on record.May 26
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Economic damage wrought by the coronavirus has not stopped investors from piling into the companies able to churn out profits in the stay-at-home world.May 8
