Mutual Fund News

June 8, 2022

NEWS

• ESG Funds Are Finding It's Not Easy Being Green (Podcast) - Bloomberg Law

  Bloomberg Law

  Demand for these environmentally friendly investment options is skyrocketing, but scrutiny from the Securities and Exchange Commission is increasing ...

• Kirkland, Latham Tout Investment Funds Pickups From One Another | The American Lawyer

  Law.com

  Kirkland & Ellis and Latham & Watkins announced hires in regulatory investment funds practices, taking lawyers from each other and touting the ...

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  Private-Equity-Deal Investing: Should You Take the Plunge? - TheStreet

  TheStreet

  The firms see great potential in bringing in money for their funds from ... a mutual fund encompassing a variety of alternative-asset investment ...

• Hardening yields to buoy debt MFs, experts recommend short-term maturities

  Business Standard

  Sandeep Bagla, CEO, TRUST Mutual Fund says, “As inflation is likely to ... The supply of g-secs also is quite humongous and hence funds up to ...

• Best custodial accounts of 2022: Manage investments for children and minors

  Business Insider

  In addition, you can invest in mutual funds and other securities and utilize investment research and other tools. With Schwab Stock Slices, you can ...

• LATHAM & WATKINS EXPANDS INVESTMENT FUNDS PRACTICE IN WASHINGTON, D.C.

  PR Newswire

  Jamie Lynn Walter advises on securities regulation, compliance, and enforcement matters in connection with fund formation and the operation and ...

• William Blair Strengthens Private Capital Advisory Practice

  William Blair

  William Blair today announced the addition of Tom Marking to the Private Capital Advisory investment banking practice. Marking joins as a director ...

• Quelle Surprise! Enforcement Cases Reflect SEC's Priorities | ACA Foreside - JDSupra

  JD Supra

  In plain English, the Division warned Registered Investment Advisors ... in making investment decisions for certain mutual funds that it managed.

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  Tax-loss harvesting turns losses into tax breaks. Here's when to skip it - CNBC

  CNBC

  It's possible to trim your tax bill by harvesting investment losses. ... may be easier to find alternative exchange-traded funds or mutual funds, ...

• ETF Vs Index Fund: What's The Difference? – Forbes Advisor INDIA

  Forbes

  Over the long term, passive investment vehicles—like exchange traded funds (ETFs) and index funds—have consistently outperformed the vast majority of ...

1 day ago

NEWS

• Oil Price Will Keep Climbing, by Another 12%, Goldman Says | Chief Investment Officer

  ai-CIO.com

  Index funds, whether in mutual funds or ETFs, are concentrated in the hands of giant asset managers such as Vanguard and Fidelity, ICI notes in its ...

• EU ETS update: Will Europe limit market access for speculators? - KraneShares

  KraneShares

  ... fuelled by an inflow of speculative and investment capital and that prices, ... investment funds – a category that includes ETFs such as the ...

• Cipriani to Get New Lifeline With Money From Hedge Fund - WSJ

  Wall Street Journal

  A New York City investment fund is poised to provide a financial boost to Cipriani, nearing a deal that would refinance loans for the Italian ...

• ETF Prime: Todd Rosenbluth on Bond ETF Inflows and Inside ETFs Conference

  ETF Trends

  “Mutual funds are just not the game that they used to be; they're not the only player in the space, and they now have ETF competition,” Rosenbluth ...

• Auer Growth Fund Featured in Investor's Business Daily® - Benzinga

  Benzinga

  Indianapolis Investment Management Firm INDIANAPOLIS, June 7, ... fortunate few mutual funds that's making its way" in this year's stock market.

• Gabelli Asset ETF (GAST) Completes Rebranding to Gabelli Automation ETF | Business Wire

  Business Wire

  In pursuing this investment theme, the Fund may invest in firms in any ... Rounding out the team is Hendi Susanto who joined Gabelli Funds in 2007 ...

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  Retirement Planning Blind Spots | Investor's Business Daily

  Investor's Business Daily

  "You're looking at hundreds of thousands of dollars in health care costs over your retirement, and that's more than many people have saved to fund ...

• The lowdown on the thriving green bond - CPA Canada

  CPA Canada

  “With Canada's strong credit rating, this creates further investment ... such as exchange-traded funds (ETFs) and mutual funds, that include them.

• Commercial Property Sales Slow as Rising Interest Rates Sink Deals - WSJ

  Wall Street Journal

  ... co-chief executive of property investment firm BentallGreenOak, ... for real-estate investment funds that are sitting on big cash reserves.

• CSA Seek Comments on Proposed Consolidated SRO and Investor Protection Funds

  JD Supra

  Canadian Securities Administrators (CSA) issue a request for comments on draft documents related to the proposed amalgamation of the Investment ...

2 days ago

NEWS

• Passive index funds now own a bigger chunk of US stocks than active funds for the 1st time

  Business Insider Africa

  Wood has described the shift to passive investment as a "massive misallocation of capital." Wood argued that investors in passive funds are primed to ...