Latest Charts

ESG reins in volatility after rough start

Critics of ESG mandates believe that the exclusion of smaller allocations to some larger and more stable companies will lead to higher volatility and lower returns relative to less-constrained allocations.

Institutions looking for downside protection

Long/short equity and global macro strategies were the most-issued hedge fund searches in the first quarter by institutional investors that might be looking to manage future market volatility.

Global foundation assets reach $1.5 trillion

Global foundation assets topped $1.5 trillion, according to Harvard Kennedy School's Hauser Institute for Civil Society, which recently published its Global Philanthropy Report. U.S.-based foundations comprised about $890 billion of those assets, followed by seven European nations with $518 billion in total assets.

OPEC holds to basic supply and demand where shale aims for profits

News concerning U.S. relations with Iran over the nuclear deal agreed to by the Obama administration and the ever-growing political and economic crisis in Venezuela boosted U.S. energy stocks Monday as the prospect of higher demand for U.S. oil drove a barrel of West Texas Intermediate to yearly highs.

Rising yields take a toll on bond funds

2018's rising-yield environment has hit the largest institutional bond funds. The average year-to-date return among the five largest intermediate bond funds was -1.8% on a total return basis through Wednesday's close.

Fund fees decline in 2017

Vanguard maintains its position as the low-cost leader among U.S. money managers with an asset-weighted average fund fee of 10 basis points, followed by State Street at 16 basis points. Fidelity’s fees fell by 10% to 53 basis points, in a new Morningstar study.

Charts

ESG reins in volatility after rough start

Critics of ESG mandates believe that the exclusion of smaller allocations to some larger and more stable companies will lead to higher volatility and lower returns relative to less-constrained allocations.

Charts

Institutions looking for downside protection

Long/short equity and global macro strategies were the most-issued hedge fund searches in the first quarter by institutional investors that might be looking to manage future market volatility.

Charts

Global foundation assets reach $1.5 trillion

Global foundation assets topped $1.5 trillion, according to Harvard Kennedy School's Hauser Institute for Civil Society, which recently published its Global Philanthropy Report. U.S.-based foundations comprised about $890 billion of those assets, followed by seven European nations with $518 billion in total assets.

Charts

OPEC holds to basic supply and demand where shale aims for profits

News concerning U.S. relations with Iran over the nuclear deal agreed to by the Obama administration and the ever-growing political and economic crisis in Venezuela boosted U.S. energy stocks Monday as the prospect of higher demand for U.S. oil drove a barrel of West Texas Intermediate to yearly highs.

Charts

Rising yields take a toll on bond funds

2018's rising-yield environment has hit the largest institutional bond funds. The average year-to-date return among the five largest intermediate bond funds was -1.8% on a total return basis through Wednesday's close.

Charts

Fund fees decline in 2017

Vanguard maintains its position as the low-cost leader among U.S. money managers with an asset-weighted average fund fee of 10 basis points, followed by State Street at 16 basis points. Fidelity’s fees fell by 10% to 53 basis points, in a new Morningstar study.