ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. 1 (January 2016): 69–103.

Investing 52

Investing Mutual Funds Consultants Consulting 52

The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. The integration will nearly double our private markets management fees to over 1.5 billion Fund I to 20-plus billion in the most recent vintages. 2016, 2018, '22, '23, we generated positive organic base fee growth.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

APRIL 11, 2024

Founded in 1984, Morningstar would mail out hard copies of information on various Mutual Funds; ValueLine sent looseleaf binder pages on individual companies with regular updates about Stocks. Their solution was to own the market, and let someone else pay a high management fee. S&P had a similar service.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Big Picture

MARCH 27, 2023

Before that, 2016, the energy crisis, same. RITHOLTZ: It’s mutual funds. It’s hedge funds. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. It was a few months in 20, 25 months.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114