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News Stories Archives - Since 1998
A $1.3B-AUM Fund Reaches a Silver Milestone The fund's team celebrated its tenth anniversary last week... MutualFundWire.com - Thursday, August 05, 2021
As Earnings Rebound, a $4B-AUM Boutique Hunts The firm's AUM, cash, net income, and revenue have all seen double digit gains in the past year... MutualFundWire.com - Wednesday, August 04, 2021
An $11.4B-AUM Boutique Enters the ETF Biz A Midwestern asset manager's first ETF play is subadvising a new, actively managed, thematic fund for the firm's parent... MutualFundWire.com - Wednesday, August 04, 2021
VC Access For All, In '40 Act Form A Midwestern startup's chief sees their new fund structure appealing to both direct retail investors and RIAs... MutualFundWire.com - Tuesday, August 03, 2021
A 27-Year-Old Fund Firm Launches Two ETFs The faith-based asset manager now offers 12 mutual funds and six ETFs... MutualFundWire.com - Tuesday, August 03, 2021
iM Global Invests In a $14.6B-AUM Shop The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond... MutualFundWire.com - Monday, August 02, 2021
Week In Preview, August 2 - August 8 This week, the team at MMI will host an online event, and some familiar firms will release earnings reports... MutualFundWire.com - Monday, August 02, 2021
Bond, Equity, and Money Funds All Share In $29B of Inflows Refinitiv Lipper's team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, July 30, 2021
An Ex-SSGA Distro Leader Joins a B-D Giant The veteran fundster sales exec serves as divisional manager in the East for a publicly traded broker-dealer... MutualFundWire.com - Thursday, July 29, 2021 - Reader Rating: 5
A $1.62T-AUM Giant's CEO and CFO Pass the Reins A 24-year company veteran is poised to take over the asset manager at the beginning of next year... MutualFundWire.com - Thursday, July 29, 2021
As MMF Marketshare Slips, Only Morgan Stanley Wins Inflows The M* team updates U.S. flows data for June 2021 for money market mutual funds... MutualFundWire.com - Wednesday, July 28, 2021
JPM Keeps the Lead As Active Inflows Double The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, July 27, 2021
Inflows Per Fund Rise 27 Percent As Bridge Builder Leads The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, July 26, 2021
Week In Preview, July 26 - August 1 This week, the teams at FSI and Nicsa are hosting events, and several asset managers are releasing earnings reports... MutualFundWire.com - Monday, July 26, 2021
$8.8B Flows Out of Equity Funds Refinitiv Lipper's team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, July 23, 2021
Strategy Shares Takes the Micro Lead The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, July 22, 2021
Touchstone Seals a $6.8B-AUM Deal The subadvised fund family now includes 32 mutual funds with $35.9 billion in AUM... MutualFundWire.com - Thursday, July 22, 2021 - Reader Rating: 5
A $6.2B-AUM Shop Wins As Small Firms' Marketshare Dips The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, July 21, 2021
VanEck Leads As Midsize Inflows Triple The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, July 19, 2021
Week In Preview, July 19 - July 25 This week, the teams at MFDF, Nicsa, and SunStar are hosting online events... MutualFundWire.com - Monday, July 19, 2021
$30.7B Flows Out of These Funds Refinitiv Lipper's team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, July 16, 2021
Schwab and First Trust Dominate The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, July 15, 2021
3 Firms, 46 Percent of Industry AUM, 58 Percent of Inflows The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, July 14, 2021
Week In Preview, July 12 - July 18 This week, the teams at Citywire, FLX, MFDF, MIFL, and MMI will host online events... MutualFundWire.com - Monday, July 12, 2021
Equity Fund Flows Swing Negative as Money Fund Outflows Rise Refinitiv Lipper's team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, July 09, 2021
AMG Buys a $47B-AUM Firm Word is that the deal's price tag is about $490 million... MutualFundWire.com - Tuesday, July 06, 2021
Week In Preview, July 6 - July 11 This week, the teams at Citywire and the SEC will host online events... MutualFundWire.com - Tuesday, July 06, 2021
ETF Inflows Spike As Money Fund Outflows Plummet Refinitiv Lipper's team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, July 02, 2021
J.P. Morgan Takes the MMF Lead The M* team updates U.s. flows data for May 2021 for money market mutual funds... MutualFundWire.com - Wednesday, June 30, 2021
Active Inflows Fall 74 Percent The M* team updates U.S. flows data for May 2021 for ETFs and long-term, opened mutual funds... MutualFundWire.com - Tuesday, June 29, 2021
Ark Is Still On Top YTD, But ... The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, June 29, 2021 - Reader Rating: 4
While Other Flows Zig, the Smallest Firms Zag The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, June 28, 2021
Week In Preview, June 28 - July 5 This week, the team at ICI will host an online event... MutualFundWire.com - Monday, June 28, 2021
Outflows Slip, No Thanks to Money Funds Refinitiv's Lipper team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, June 25, 2021
A $600B-AUM Alts Shop Wins Among Small Fund Firms The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, June 24, 2021 - Reader Rating: 5
Gatch Weighs In On ESG Disclosures and DE&I The JPMAM talks at a trade group's inaugural DE&I conference... MutualFundWire.com - Wednesday, June 23, 2021
Expect Miracles Goes the Social Distance The mutual fund industry cancer-fighting charity recently hosted a second annual remote fundraising event... MutualFundWire.com - Tuesday, June 22, 2021
Dodge & Cox, Fidelity, and Pimco Win Big An investment research giant's team reveals the winners of a third annual awards program... MutualFundWire.com - Tuesday, June 22, 2021
Three CEOs Talk DE&I and WFH A trio of asset management chiefs spoke together last week online at an industry conference... MutualFundWire.com - Monday, June 21, 2021
Week In Preview, June 21 - 27 This week, the teams at GTS, IDC, and Janus Henderson are hosting online events... MutualFundWire.com - Monday, June 21, 2021
ProShares and KraneShares Take the Midsize Lead The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, June 18, 2021
Weekly Money Market Outflows Quadruple, And ... Refinitiv's Lipper team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, June 18, 2021
On DE&I, Fundsters Suggest Listening Up Embracing authenticity and business resource groups were other key topics this afternoon at a DE&I-focused industry conference... MutualFundWire.com - Thursday, June 17, 2021
The $1.023T Inflows Year The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, June 16, 2021
M* Shines Its Light On Ten Fund Firms Yet only three firms will win the investment research firm's big awards next week... MutualFundWire.com - Tuesday, June 15, 2021
Week In Preview, June 14 - June 20 This week, the teams at the Execution Project, FA, ICI, IMEA, MFDF, MMI, Nicsa, and US SIF are scheduled to host events... MutualFundWire.com - Monday, June 14, 2021
A $1.59T-AUM Fund Firm Adds an Alts Distro Chief The new hire now serves as a business development executive at the publicly traded asset manager... MutualFundWire.com - Friday, June 11, 2021 - Reader Rating: 5
Fixed Income Inflows Dominate This Week, And ... Refinitiv's Lipper team reveals the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, June 11, 2021
Five Active Equity ETFs and Counting At a $1.59T-AUM AM The publicly traded fund firm debuted its first active ETFs last August... MutualFundWire.com - Wednesday, June 09, 2021
A $2.06T-AUM AM Adds a Two Focused ESG Funds The new global mutual funds are both for U.S. investors and come in three different share class flavors... MutualFundWire.com - Tuesday, June 08, 2021
A $1.3B-AUM Startup's Fund Lineup Expands to Seven A Gotham shop's team adds two more ETFs, both thematic and passively managed... MutualFundWire.com - Tuesday, June 08, 2021
Week In Preview, June 7 - June 13 This week, the teams at Duff & Phelps, IMDDA, MFDF, and Pershing are scheduled to host online events... MutualFundWire.com - Monday, June 07, 2021
Doll Crosses Over to a Faith-Based Boutique The move follows the investment guru's retirement from Nuveen earlier this year... MutualFundWire.com - Thursday, June 03, 2021
An Activist ESG Startup Enters the ETF Biz The move comes shortly after the firm successfully landed a pair of nominees on publicly traded energy company's board... MutualFundWire.com - Wednesday, June 02, 2021
A Nine-Year-Old Thematic Fund Crosses $1B The fund was the firm's first ETF launch back in 2012... MutualFundWire.com - Tuesday, June 01, 2021
Week In Preview, June 1 - June 6 This week the teams at Bernstein, Deutsche Bank, Factset, Franklin Templeton, IDC, and Nicsa will host online events... MutualFundWire.com - Tuesday, June 01, 2021
A Star Growth PM and Entrepreneur Dies at 81 The retired, politically and philanthropically active fundster had been suffering from a type of bone marrow cancer... MutualFundWire.com - Friday, May 28, 2021
Who Are the Fundster STARs In the Age of COVID? There are three new categories this year in an industry awards program, and fundsters have until July 30 to enter... MutualFundWire.com - Thursday, May 27, 2021
A $74B-AUM Shop Switches CFOs, and ... A new finance chief is on the rise at the firm, which is also launching a crypto currency model portfolio partnership... MutualFundWire.com - Tuesday, May 25, 2021
MMF Inflows Fall 53 Percent The M* team updates U.S. flows data for April 2021 for money market mutual funds... MutualFundWire.com - Monday, May 24, 2021
Week In Preview, May 24 - May 31 This week, the teams at Havener, ICI, IMEA, MFDF, Nicsa, Raymond James, and Voya will host online events... MutualFundWire.com - Monday, May 24, 2021
Slipping Inflows Are Spreading Out The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 21, 2021
A Contrarian Boutique Wins In April The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, May 20, 2021
Micro Firms' Inflows Dip Nine Percent, But ... The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, May 19, 2021
The Low-Cost Leviathan Brings PE to Retail The firm initially entered the space last year, for its institutional clients... MutualFundWire.com - Wednesday, May 19, 2021
Small Firms' Inflows Climb 39 Percent The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, May 18, 2021
Am Cent's Hobbs Appoints Two Senior Leaders One is new to the fund firm, while the other is a company insider... MutualFundWire.com - Tuesday, May 18, 2021
Year-Over-Year, Midsize Firms' Marketshare Slips 23 Percent The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, May 17, 2021
Week In Preview, May 17 - May 23 This week, the teams at AIMSE, ETFGI, Expect Miracles Foundation, FIASI, Finra, IDC, ICI, Irish Funds, and MFDF are hosting online events... MutualFundWire.com - Monday, May 17, 2021
Long-Term Inflows Fall By 19 Percent The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 14, 2021
D&I Leaders Call For Resources, Not Just Initiatives Two senior fundsters at the online conference talk diversity and inclusion in the asset management industry... MutualFundWire.com - Friday, May 14, 2021
O'Hanley Talks ESG The State Street chief talks at a big, online conference for the MF industry... MutualFundWire.com - Thursday, May 13, 2021 - Reader Rating: 5
Up 21 Percent YOY - A Boutique's AUM Rebounds Yet the publicly traded fund firm's revenue and earnings have not yet recovered... MutualFundWire.com - Wednesday, May 12, 2021
91 Years In, a Firm Debuts Its 7th Fund The firm had more than $341 billion in AUM at the end of last quarter... MutualFundWire.com - Tuesday, May 11, 2021
A Backer of Fundsters Has Invested $397MM The firm's portfolio companies have about $48 billion in combined AUM... MutualFundWire.com - Monday, May 10, 2021 - Reader Rating: 5
Week In Preview, May 10 - May 16 This week, the teams Arizent, ICI, IMEA, Informa, and Sohn are hosting online events... MutualFundWire.com - Monday, May 10, 2021
WNBA's Chief and a Remote Work Expert Talk to Fundsters George Gatch and Lisa Jones interview a pair of guest speakers for day 1 of a big online conference... MutualFundWire.com - Friday, May 07, 2021 - Reader Rating: 5
A Tech Leader Rises at State Street He first joined SSGA's parent less than three years ago... MutualFundWire.com - Wednesday, May 05, 2021
A $74B-AUM Multiboutique's Chief Passes the Reins The new hire previously lead DWS' business in the Americas... MutualFundWire.com - Monday, May 03, 2021
Week In Preview, May 3 - May 9 This week, the teams at ICI, MFDF, and Nicsa are hosting online events, and at least one fund firm's parent is releasing its earnings report... MutualFundWire.com - Monday, May 03, 2021
$5B AUM and Counting After less than two years, a startup boutique within a big fund firm has passed a milestone... MutualFundWire.com - Friday, April 30, 2021
Thornburg's Brady Hires a 25-Year USAA Vet The new hire joins a team that manages $9.3 billion in mutual funds, SMAs, and institutional strategies... MutualFundWire.com - Thursday, April 29, 2021
Four Fundster CEOs Win a Trade Pub's Praise The quartet win recognition as leaders "who are pushing the industry forward.".. MutualFundWire.com - Thursday, April 29, 2021
After 18 Years, a Director Exits AllianzGI The move comes after the firm sold its U.S. retail business... MutualFundWire.com - Wednesday, April 28, 2021
A 59-Year-Old Star Value PM Dies The entrepreneur's death comes shortly after his firm liquidated its mutual funds... MutualFundWire.com - Wednesday, April 28, 2021
MMF Inflows Jump 48 Percent The M* team updates U.S. flows data for March 2021 for money market mutual funds... MutualFundWire.com - Tuesday, April 27, 2021
One Year After the Lockdowns, Active No Longer Dominates Flows The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 26, 2021
Week In Preview, April 26 - May 2 This week, the teams at High Water Women, IDC, IMEA, MFDF, and Nicsa are hosting online events, and several publicly traded asset managers are releasing earnings reports... MutualFundWire.com - Monday, April 26, 2021
Proportionately, Inflows Climb Another Eight Percent The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, April 23, 2021
To Win with the Next Generation, Asset Managers Need to Change the Culture A reader offers boutiques a warning and some ideas... MutualFundWire.com - Thursday, April 22, 2021
Micro Firms' Inflows Rise as AUM Marketshare Drops The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, April 22, 2021
Small Firms' Marketshare Drops 24 Percent, Yet ... The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, April 21, 2021
Browne, Hougan, and Wood Ponder the Future of ETFs All three spoke last night at the eighth annual ETF.com Awards... MutualFundWire.com - Wednesday, April 21, 2021 - Reader Rating: 5
Ark and DFA Win Big A trade pub hosts its eighth annual awards show, this time virtually from LA... MutualFundWire.com - Tuesday, April 20, 2021
Midsize Inflows Slip 45 Percent The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, April 20, 2021
Passive Inflows Rise 25 Percent, But ... The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 19, 2021
Week In Preview, April 19 - April 25 This week, the teams at Charles Schwab, ETF.com, FIASI, FRA, IDC, IMEA, MFDF, MMI, and Nicsa are scheduled to host online events... MutualFundWire.com - Monday, April 19, 2021
Trade Groups Weigh In As Senate Confirms Biden's SEC Chief Pick The Senate voted 53-45 today in favor of the President's nominee for chair of the SEC... MutualFundWire.com - Wednesday, April 14, 2021
An Ex-AM Chief Retires From TIAA Updated \| The exec spent more than 14 years at the higher education-focused financial services provider... MutualFundWire.com - Tuesday, April 13, 2021
Will BlackRock, DWS, Or SSGA Snap Up a $477B-AUM AM? Word is that its public, multinational parent is doing a strategic review of the business... MutualFundWire.com - Tuesday, April 13, 2021

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