Bloomberg
O'Shaughnessy's Catherwood on Direct Indexing Benefits
Direct indexing "allows advisors to customize at scale because they can do some clicks with a button and implement ESG, take away certain stocks, et cetera," Jamie Catherwood, O'Shaughnessy Asset Management client portfolio specialist,...
Bloomberg
Muni ETFs Become A Force
Bloomberg's Max Adler discusses Muni ETFs with Matt Miller and Katie Greifeld on "Bloomberg ETF IQ."
Bloomberg
Muni ETFs Are Nabbing Record Cash
ETFs now account for about 11% of total municipal fund assets, surpassing the total held in closed-end funds, according to data analyzed by strategists at Barclays. Max Adler has more on "Bloomberg Markets."
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Bloomberg
Julius Baer's India Strategy
Umang Papneja, managing director and chief executive officer at Julius Baer India, discusses investment banking in India and the company's 5-year business transformation strategy for the country. He speaks exclusively on Bloomberg...
Bloomberg
Reed: Expect Continued Decline in Mutual Funds
Jan.19 -- After 42 years in the business Don Reed, president and CEO of Franklin Templeton Investments is ready to retire. In an interview with Bloomberg TV Canada’s Amanda Lang Reed talks about how he thinks the landscape of the...
Bloomberg
Ex-AllianceBernstein CEO's New Firm Aperture Bets on Humans
Sep.20 -- Peter Kraus, founder at Aperture Investors, discusses his new mutual fund firm aimed at changing fee structures for investors and the $4 billion that was raised to back the fund. He speaks on "Bloomberg Markets."
Bloomberg
Active Managers are Welcome at 'Vanguard's Table': Gemma Wright-Casparius
Jul.24 -- Gemma Wright-Casparius, senior portfolio manager in Vanguard's fixed income group, talks with Bloomberg's Scarlet Fu about the success of the firm's active fund business, low fees for its active mutual funds and how active fits...
Bloomberg
Why the Indian Rupee Could Become a Hard Currency
Aug.03 -- Srinivas Thiruvadanthai, Jerome Levy Forecasting Center research director, explains why the Indian rupee could become a hard currency by 2030. He speaks with Bloomberg's Joe Weisenthal on "What'd You Miss?"
Bloomberg
MLIV Pulse: Do You Expect Actively Managed or Passive Mutual Funds To Outperform This Year?
During this week's MLIV Pulse survey, Bloomberg TV guests respond to the question: Do you expect actively managed or passive mutual funds to outperform this year?
Bloomberg
Why Hedge Funds Are Shutting Their Doors
Dec. 2 -- Bloomberg's Joseph Weisenthal discusses hedge fund closures and redemptions. He speaks on Market Makers. (Source: Bloomberg)
Bloomberg
Vanguard Patents a Way to Avoid Taxes on Mutual Funds
May.01 -- Like flipping a light switch, Vanguard Group Inc. has figured out a way to shut off taxes in its mutual funds. Bloomberg's Rachel Evans explains on "Bloomberg Markets: What'd You Miss?"
Bloomberg
Sun Life CEO Defends Mutual Funds
May 12 -- Dean Connor, CEO of Sun Life Financial joins Bloomberg TV Canada's Rudyard Griffiths to discuss mutual funds' advantages facing competition from ETFs. (Source: Bloomberg)
Bloomberg
Why PE Firms and Mutual Funds Want in on Tech Startups
Aug. 24 -- Rob Rueckert, Sorenson Capital managing director, and Mark Sunderhuse, Red Rocks Capital co-founder, discuss the role of non-traditional investors in growth-stage startup investing. They speak with Bloomberg's Tom Giles on...
Bloomberg
Why Dimensional Converted $29B of Mutual Funds Into ETFs
Jun.14 -- Dimensional Fund Advisors Co-CEO Gerard O’Reilly discusses the factors behind his firm's decision to convert four equity mutual funds with $28.8 billion of assets into ETFs. He speaks on "Bloomberg Markets."
Bloomberg
Mutual Funds Disagree on Tech Startup Valuations
April 6 -- A number of mutual funds investing in tech startups are having a hard time coming to consensus on the value of these companies. Bloomberg's Drew Singer examines how the findings may impact investors and the companies...
Bloomberg
Is the Mutual Fund Industry 'Dead'?
Oct.03 -- This week Steven Hawkins, chief executive officer of Horizons ETFs Management Canada, said the mutual fund industry “is dead” amid a race to zero on fees in ETF industry. Cullen Roche, founder of the Orcam Financial Group,...
Bloomberg
Mutual Funds Find Performance Can't Stop Outflows
Sept. 23 -- Bloomberg Intelligence's Eric Balchunas and Bloomberg's Julie Hyman examine the recent trend of outflows from the highest performing mutual funds. They speak on "Bloomberg Markets."
Khan Academy
Khan Academy: Mutual Funds: Open Ended Mutual Funds
Learn the basics about a type of mutual fund, open-ended, where there is no restrictions on the amount of shares that will be issued in this video lecture. Understand how the funds are managed as new investors buy in and other sell. [9:57]
Khan Academy
Khan Academy: Mutual Funds: Ponzi Schemes
Explains how a Ponzi scheme and other investment scams work.
Khan Academy
Khan Academy: Mutual Funds: Open Ended Mutual Fund
Learn the basics about a type of mutual fund, open-ended, where there is no restrictions on the amount of shares that will be issued in this video lecture. Understand how the funds are managed as new investors buy in and other sell. [4:01]
Khan Academy
Khan Academy: Mutual Funds: Open End Mutual Fund Redemptions
Video lecture makes understanding the mechanics of an open end mutual fund a bit better. [5:49]
Khan Academy
Khan Academy: Mutual Funds: Exchange Traded Funds (Et Fs)
A comparison of ETF's, open-end, and closed-end funds. [5:00]
Khan Academy
Khan Academy: Mutual Funds: Closed End Mutual Funds
Comparing closed-end and open-ended mutual funds. [4:52]
Khan Academy
Khan Academy: Open End Mutual Fund Redemptions (Part 2)
This video [5:54] provides an understanding of the mechanics of an open end mutual fund a bit better.