Investors saved an estimated $5.9 billion in fund expenses last year as the asset-weighted average expense ratio for all US mutual funds and exchange-traded funds ticked down to 0.34% in 2024 from ...

Learn how sub-advised funds work, their benefits, management frameworks, and the costs involved to make informed investment ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

The asset manager charging the lowest fees on ETF and mutual fund trades has reaped the most revenue and gained the most market share in the industry since 2018, according to a recent Morningstar ...

Active exchange-traded funds have seen record inflows in recent years, taking assets under management to $630 billion. That’s a lot of money but small in comparison to the $10 trillion in ETF assets ...

Saba Closed-End Funds ETF is a closed-end fund arbitrage strategy that seeks to provide high levels of income. CEFS has a high annual fund operating expense of ~2.9%, significantly higher than the ...

Fiduciary management (FM) fees for smaller schemes are beginning to plateau as a result of cost inflation and falling asset ...

This update discusses a new and interesting development with respect to how certain non-US and US tax-exempt investors can receive a “rebate” of previously paid management fees with respect to their ...