Mutual Funds

As mutual fund outflows persist, traditional active managers are aggressively pivoting to custom models, active ETFs, and independent wealth channels.

Particula’s AAA rating for WisdomTree’s $1.2B tokenized fund signals a major shift in how Wall Street evaluates and trades blockchain-based assets.

As Artisan Partners reports a dip to $168.7B in Q3 assets, the underlying numbers reveal a profound institutional pivot toward alternative credit and de-risking.

As Timothy Plan hands the reins to a 20-year veteran, the $3.3 billion firm navigates founder succession and a booming market for values-based investing.

Maybank and Synthesys are moving tokenised real-world assets beyond the US Dollar, unlocking new on-chain cash management tools for global treasuries.

The Mexico Fund is trimming fees and maintaining its dividend, but how does it stack up against cheaper rivals in a complex Mexican market? We dive into the numbers.

Fifty years ago, John Bogle's index fund was a joke. Today, it's the foundation of modern investing, a story of disruption that saved investors billions.

AGF Investments is slashing fees on its Elements portfolios, a move that benefits investors but signals intense pressure on active managers from low-cost rivals.

An ambitious Olympiad aims to teach 50,000 students about investing. It's more than a contest—it's a strategic play to forge India's future financial backbone.

BMO's latest product launch is more than just new funds; it's a strategic embrace of ETF-based structures, aiming to blend active oversight with passive efficiency.

Desjardins Investments is merging and terminating multiple mutual funds. We dissect the strategy, the impact on investors, and a curious move in ESG.

PEO's latest distribution highlights strong performance and a key choice for investors, underscoring its 90-year legacy in a dynamic energy market.

SparDanmark Invest's trading was briefly suspended again. This recurring technical failure at administrator Nykredit raises critical questions about financial system resilience.

Kotak Mutual Fund's latest guidance on midcap investing is timely. We dig into the data to see if this volatile segment is right for your portfolio.

IGM Financial's record $343B in assets is just the surface. A deeper look reveals a strategy built on ETFs, tech, and key partnerships reshaping the market.

Horizon's acquisition of Anfield Capital is more than a deal; it’s a calculated move to dominate the advisor support space. What does this mean for the industry?

Cap's integration with Franklin Templeton's BENJI fund is more than a partnership; it's a blueprint for how traditional finance will adopt and legitimize DeFi.

National Bank Investments' latest ETF and fund launch is more than a product expansion; it's a calculated response to the seismic shifts in investor demand.

XAI proposes a major sub-adviser shift for its XFLT and OCTIX funds to King Street Capital. What does this move mean for investors and the funds' strategy?

IIFL Capital's new Algo Marketplace offers 100+ automated strategies, tapping into India's retail investor boom. But does it truly democratize trading?