Sections SEARCH Skip to content Skip to site index Business Log In Log In Today’s Paper Business | Fund Managers Try Financial Planning as Indexing Cuts Profit Subscribe Log In Advertisement Supported by Fund providers are bolstering their own income by offering financial planning services to advisers and individual investors, for a fee, of course. ByConrad De Aenlle Oct. 11, 2019, 5:00 a.m. ET As investors flock to low-cost index funds that generate only modest revenue for fund companies, many asset managers are seeking new markets. What several companies, including some of the biggest, have hit upon is a form of financial planning, “a service for which investors are still willing to pay” high fees “that active management once enjoyed,” Don Phillips, a managing director at Morningstar, said. Fundturnkey asset management providers. That compares with $13.6 billion at … [Read more...] about Fund Managers Try Financial Planning as Indexing Cuts Profit
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DealBook | How Do You Fix … All of It? Sections Skip to content Skip to site index A group of leaders in business, politics and academia gathered to try to solve problems from student debt to carbon emissions. Here are their recommendations. Credit Credit Kotryna Zukauskaite Supported by DealBook ByThe New York Times Sept. 18, 2019, 7:04 p.m. ET At the inaugural DealBook DC Strategy Forum , sponsored by The New York Times, influential leaders in academia, business and politics gathered to discuss and debate provocative issues, and provide innovative solutions to some of our nation’s top policy agenda challenges. Task forces developed recommendations for businesses and policymakers, identifying some central questions that will be driving conversations through the 2020 election. Can Taxing the Wealthy Fix the Economy? Taxing the rich is having a moment in American politics, even more than … [Read more...] about How Do You Fix … All of It?
Sections SEARCH Skip to content Skip to site index Subscribe Log In Log In Today’s Paper DealBook | DealBook Briefing: Ray Dalio Is This Year’s Best Paid Hedge Fund Manager Advertisement DealBook Supported by April 30, 2019 Good Tuesday morning. This weekend, I’m headed to Omaha to ask Warren Buffett and Charlie Munger questions at Berkshire Hathaway’s annual meeting. If you have questions you’d like to suggest, please email them to me . (Was this email forwarded to you? Sign up here .) Ray Dalio is an expert on income inequality In recent weeks, Ray Dalio of Bridgewater Associates sounded warnings about the international wealth gap in a series of posts declaring that capitalism was broken. According to Institutional Investor’s latest Rich List, he knows what he’s talking about, Andrew writes. Mr. Dalio is the world’s wealthiest hedge fund manager this year. … [Read more...] about DealBook Briefing: Ray Dalio Is This Year’s Best Paid Hedge Fund Manager
Sections SEARCH Skip to content Skip to site index Business Subscribe Log In Log In Today’s Paper Business | After a Market Swoon, Investors Are Seeking Safety Supported by ByConrad De Aenlle Jan. 11, 2019 After rising for nine years in a so-so economy in the belief that prosperity was just around the corner, stocks swooned, even as growth picked up. That left many investors wondering whether the economy is turning another corner into a place where danger, maybe even a recession and a prolonged bear market, lurk. The S&P 500 dropped 13.5 percent during the fourth quarter, including dividends, giving the index a 4.4 percent loss for the year by that measure. It was the worst performance since 2008, despite strong corporate earnings and the best readings in several decades in unemployment and consumer confidence. As 2019 unfolds and the economic picture becomes clearer, it is possible that stocks will have … [Read more...] about After a Market Swoon, Investors Are Seeking Safety
Sections SEARCH Skip to content Skip to site index Business Subscribe Log In Log In Today’s Paper Business | For a While, Bond Funds Were an Exception to the Indexing Rule Supported by ByCarla Fried Jan. 11, 2019 A December rally in bonds as stocks were plummeting turned a really bad year into something a little less painful for investors in core bond funds that are the centerpiece of many portfolios. According to Morningstar Direct, the average core index bond fund lost just 0.14 percent in 2018, and actively managed core bond funds slid 0.39 percent on average. Until late fall, active fund managers, on average, were actually outperforming their index fund counterparts, and had been doing so for quite some time. S&P Dow Jones Indices runs a semiannual check of how many actively managed funds do better than their target index. In the three years through June, the Spiva report found that nearly 70 percent … [Read more...] about For a While, Bond Funds Were an Exception to the Indexing Rule