Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed ...

Captive funds are private investment vehicles for select groups like company employees. Discover their unique features, ...

No one is surprised that analysts who sell research to stockpickers dislike the passive funds that are outcompeting their ...

Lazard Asset Management has operated for more than 175 years while managing $265 billion of assets, which span across 20 countries. The investment team at the firm creates mutual fund portfolios ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Sit Investment Associates Inc. was established by Eugene Sit in 1981 to manage Sit mutual funds that employ active management through fundamental research to evaluate company financials, valuation and ...

Robinhood on Monday said that the closed-end fund, which was registered with the Securities and Exchange Commission (SEC) last month, is aiming aims to offer retail investors exposure to companies “at ...

In the early 2000s, Tim Schlindwein, MBA ’72, then serving on the Council on Chicago Booth, was approached by a group of students interested in starting a student managed fund that could give them ...

Within the sales pitch for interval funds that open access to alternative assets like private credit, there are "fees that are easy to miss and hard to understand," according to Morningstar.

The investment platform at Harbor was established more than 35 years ago through the selection of external boutique managers instead of internal portfolio management. The organization bases its mutual ...