Trevor H
InvestmentNews
New York, NY, United States
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Past articles by Trevor:
ETFs are the next frontier for liquid alternatives
Mutual funds have been the go-to wrapper for alternative strategies, but that's changing → Read More
Advisers struggle to provide the full range of services ultrawealthy clients need
Multifamily offices try to win the loyalty of multigenerational families of clients by offering a full menu of services → Read More
Columbia Threadneedle Investments files with the SEC for NextShares and index funds
Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure. → Read More
SEC charges fund manager First Eagle for improper distribution payments
The firm and its fund distributor will pay $40 million to settle claims in what regulator says is 'first' in ongoing series of investigations → Read More
First Goldman Sachs ETFs are cheaper than some from Vanguard
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs. → Read More
DoubleLine's Jeff Gundlach plans new global bond fund
DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers. → Read More
American Funds making inroads with fee-based advisers
In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes. → Read More
Top bond manager overseeing billions at J.P. Morgan takes leave
Douglas S. Swanson will step aside, starting Oct. 1. → Read More
Dimensional Fund Advisors posts 77th consecutive month of positive sales
Firm, a favorite of advisers, keeps clients invested despite market swings. → Read More
Franklin Templeton posts worst fund outflows in decades
Bold bets, market fears have investors heading for the exits despite longer-term outperformance. → Read More
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing. → Read More
Vanguard Group hires a smart beta expert from pioneer Research Affiliates
Index investing giant has challenged the marketing of smart beta funds. Now it's turning to someone whose research has helped those funds grow. → Read More
Legg Mason latest mutual fund manager to step into ETFs
Fund company's new products attempt to capitalize on the growth of smart beta. → Read More
Massachusetts' Galvin investigates fund pricing glitches
Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs. → Read More
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
In the face of a spike in market volatility, LPL Financial and Wells Fargo are doubling down on surprisingly bullish predictions that the S&P 500 will close out the year noticeably higher than where it started. → Read More
Advisers who fled Pimco Total Return pay a price in 2015
Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business. → Read More
Ohio firm's secret – go where the clients are
Carnegie Investment Counsel's move to the suburbs increased productivity and convenience for clients. → Read More
Jeffrey Gundlach's DoubleLine opens its first alternatives fund
In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy. → Read More
Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares
Fund is a first for the mutual fund industry and the cheapest offering in ETFs: analyst. → Read More
Wild market volatility puts fresh focus on workings of ETFs
Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say. → Read More