From asset manager compensation and active mutual fund outflows to the impact of President Trump’s tariffs on fund flows, Ignites analyzed key trends shaping the industry.
Explore this year’s best data-driven stories from Ignites. Read more: ow.ly/pN0a50XQ2FO
After 30 shops got the green light for dual-share classes on Thursday, fund attorneys say the SEC appears to be handing out approvals based on when shops filed for relief and how closely they track a model the regulator suggested shops use.
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Interval fund sponsors are facing widely varying requirements and wait times in order to get their funds on some custodial platforms.
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President Donald Trump has issued an executive order cracking down on proxy advisors, but stopped short of demanding new rules for index fund firms.
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President Donald Trump last week said the U.S. is "seriously" considering developing a national retirement savings platform similar to Australia's. However, retirement policy experts say the hurdles of implementing such a structure would be high.
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Now that regulators have greenlit Dimensional Fund Advisors’ dual-share-class bid, asset managers also interested in the structure must find custodians capable of facilitating them, analysts say.
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The first investors in Vanguard's forthcoming target-date funds with annuities will likely be shareholders of the firm's other, long-established target-dates, a Morningstar analyst said. Keep reading: ow.ly/36Mz50XBZqZ
Funds with unitary fee structures may have a leg up in managing the potentially higher distribution costs of dual shares, analysts say.
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Some asset managers have started to use a decades-old provision in the tax code for new ETFs to reach the magic $100 million survival threshold. But the strategy is not for the faint of heart. Keep reading: ow.ly/A5Jt50XxBeY
According to the SEC's former investment management division head, the agency will actively monitor the dual-shares space to ensure it is in compliance with its exemptive relief, as well as to gather information. Learn more: ow.ly/QPc550XwVYs