Finding Mutual Funds That Beat The Market

Finding Mutual Funds That Beat The Market

Credit: Forbes Click here to view the article on Forbes How do you make an actively managed mutual fund do well, especially in these crazy times? For 2020, 60% of actively managed stock funds underperformed the S&P 500. The situation was worse with active bond funds, where 90% failed to clear their
Boutiques Look for Third-Party Investors as Industry Consolidates

Boutiques Look for Third-Party Investors as Industry Consolidates

Credit: Lisa Fu - Fund Fire FundFire on Fm AccelerationDownload - PDF Consolidation in the asset management industry has led some portfolio managers to question the future of their teams and enlist third-party support to leave parent companies. In November, three third-party assisted transactions were announced. Los Angeles-based RIA Lido