Yields are lower than those of competitors, but company quality is higher
ESG asset levels rose markedly since 2020, but growth was flattened by last year’s tough economy
Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees
Rules streamline fund reports, call for truth in advertising on fees
U.S. research finds that benchmarks matter in fund performance reporting
Most actively managed funds underperformed when the pandemic hit, research finds
A look at the growing market share of ETFs
Plans saw a median return of 0.6% in Q1, according to CIBC Mellon
Fund managers are eyeing rising inflation and the rotation to value as they adjust strategies after a challenging pandemic year
Balanced mutual funds led the way