News Stories Archives - Since 1998
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A Global, High-Conviction ESG Fund Crosses Five Years
A multinational, multiboutique AM's team is celebrating a big milestone for a U.S. mutual fund...
MutualFundWire.com -
Friday, April 09, 2021
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Three Years and $1B In AUM
A niche fixed income mutual fund has doubled in size in less than eight months...
MutualFundWire.com -
Thursday, April 08, 2021
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A Gotham Acquirer Adopts a $15MM Pair
The firm now has a dozen funds and about $700 million in AUM...
MutualFundWire.com -
Wednesday, April 07, 2021
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The U.S. MF Industry's 19 Billionaires
A business counts 2,755 billionaires worldwide...
MutualFundWire.com -
Wednesday, April 07, 2021
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MMF Inflows Return, Even As Other Inflows Jump
The M* team updates U.S. flows data for February 2021 for money market mutual funds...
MutualFundWire.com -
Tuesday, March 23, 2021
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Fidelity and Vanguard Led the Way In February
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 23, 2021
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Inflows Proportionately Jump 52 Percent
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 22, 2021
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Micro Firms' Inflows Rise Ninefold
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 19, 2021
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Small Firms' Inflows Jump 76 Percent
The M* team updates flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 19, 2021
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Midsize Inflows Rise 33 Percent
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 16, 2021
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MF and ETF Inflows Quintuple
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 15, 2021
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Money Fund Outflows Plunge 77 Percent
The M* team updates U.S. flows data for January 2021 for money market mutual funds...
MutualFundWire.com -
Thursday, February 25, 2021
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Active Inflows Rise 136 Percent, While Passive Slips Again
The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, February 24, 2021
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Inflows Per Fund Slip For Two Months, But ...
The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, February 24, 2021
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The Smallest Firms' Inflows Climb 42 Percent YOY
The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 23, 2021
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Small Firms' Inflows Doubled In January, But ...
The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 19, 2021
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Midsize Inflows Septuple YOY
The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 19, 2021
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Despite a January Dip, Inflows Rise YOY
Updated | The M* team updates U.S. flows data for January 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, February 17, 2021
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AMG Bets On an 18-Year-Old ESG Shop
The publicly traded multiboutique agrees to buy a minority stake in a $3.9-billion-AUM mutual fund firm...
MutualFundWire.com -
Thursday, February 04, 2021
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Despite Rising Outflows, These Funds Had a $513B Year
The M* team updates U.S. flows data for December 2020 for money market mutual funds...
MutualFundWire.com -
Friday, January 29, 2021
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Passive Inflows Slip, While Active Inflows Double
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 28, 2021
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Inflows Fell Last Year, But They Still Beat 2018
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 28, 2021
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The Smallest Firms' Outflows and Market Share Fell
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 27, 2021
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Small Firms' Outflows Rose 23-Fold In 2020
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 21, 2021
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Midsize Monthly Inflows Double
The M* team updates U.S. flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 21, 2021
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2020 Inflows Fell, But Giants' Dominance Grew
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 19, 2021
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Money Fund Outflows Shrink Again
The M* team updates U.S. flows data for November 2020 for money market mutual funds...
MutualFundWire.com -
Friday, December 18, 2020
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Active Inflows Are Back
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 18, 2020
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Ark Passes Bridge Builder
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 17, 2020
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Defiance Takes the Lead
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open mutual funds...
MutualFundWire.com -
Thursday, December 17, 2020
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Small Firm Flows Swing Back to Black, But Not YTD
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 16, 2020
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Despite a Strong Month, 2020 Midsize Flows Are Still In the Red
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 16, 2020
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Large Firms' Inflows Rise 11-Fold
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, December 15, 2020
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A $328B-AUM Firm's Star Steps Back
The change is scheduled to take effect in March...
MutualFundWire.com -
Tuesday, December 08, 2020
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For Four Months, JPM Keeps the Active Lead
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 30, 2020
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Bridge Builder's Pace Sextuples
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 27, 2020
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Reader Rating: 5
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Aperture Brings In $217MMM
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 27, 2020
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Fund Liquidations Double
Another effect of 2020 seems to be a big a jump in fund closures...
MutualFundWire.com -
Wednesday, November 25, 2020
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Money Fund Outflows Plunge 71 Percent
The M* team updates flows data for October 2020 for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, November 20, 2020
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Small Fund Firms Remain Almost $22B In the Red
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, November 19, 2020
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Nearly Half of Inflows Go to Midsize Firms
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 18, 2020
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2020 Fund Flows Swing Back to Black
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 17, 2020
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Victory Will Buy a 38-Year-Old Equity Team
The deal will add a tenth investment franchise to the publicly traded multiboutique...
MutualFundWire.com -
Thursday, November 05, 2020
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In Seven Months, These Funds Beat Their 2019 Record
According to the M* team, the group brought in $30.7 billion in net inflows in the first nine months of 2020...
MutualFundWire.com -
Friday, October 30, 2020
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A Multiboutique Will Buy a $622MM-AUM Trio
The deal, expected to close in Q1 2021, also includes a three-person liftout...
MutualFundWire.com -
Thursday, October 29, 2020
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Q3 Hurt, But It Couldn't Spoil Money Funds' 2020
The M* team updates flows data for September 2020 for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, October 23, 2020
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Passive Returns to the Lead
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 22, 2020
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Ark's Pace Slows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 21, 2020
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16 Percent of 2020 Outflows Come From the Smallest Firms
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 20, 2020
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37 Percent of Small Fund Firms Have Net 2020 Inflows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 16, 2020
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Midsize Firms' Inflows Fall 78 Percent
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 15, 2020
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BlackRock Wins In Q3, But Not YTD
Corrected | The M* updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 14, 2020
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Despite Rising Outflows, It's Still Been a Strong Money Fund Year
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 24, 2020
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Three Months Later, Active Beats Passive Again
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 23, 2020
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Ark's Flood Continues
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 22, 2020
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What Do FAs See In Their Future?
Advisors and M* insiders talk at the online conference...
MutualFundWire.com -
Friday, September 18, 2020
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A 44-Year-Old Boutique Wins in August
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, September 18, 2020
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Larry Fink Hints At a New Paradigm
The BlackRock chief talks at a big, now-online conference...
MutualFundWire.com -
Thursday, September 17, 2020
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After a Spike, Small Fund Firms' Outflows Collapse
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 17, 2020
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2020 Inflows Reach 46 Percent of This Shop's AUM
The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 16, 2020
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JPMAM Takes the Lead As Titans' Inflows Slip Again
The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 15, 2020
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Week In Preview, September 14-20
This week, the teams at FRA, FT, ICI, Innovator, MFDF, MMI, M*, and Wells Fargo are hosting online events...
MutualFundWire.com -
Monday, September 14, 2020
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Week In Preview, September 8 - 13
This week, the teams at Bonhill, DiversityQ, Information Age, IWI, MFDF, and WealthManagement.com are hosting online events...
MutualFundWire.com -
Tuesday, September 08, 2020
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Money Fund Outflows Fall 64 Percent
The M* team updates July 2020 fund flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Tuesday, August 25, 2020
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Active Inflows Fall 58 Percent
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, August 21, 2020
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47 Percent of Micro Fund Firms Gain 2020 Inflows
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 19, 2020
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Small Fund Firms' Outflows Quadruple
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 18, 2020
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A Survival Guide for Asset Management
A series trust chair makes the case to fundsters...
MutualFundWire.com -
Monday, August 17, 2020
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For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 17, 2020
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Inflows Fall 41 Percent
The M* team updates U.S. flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, August 14, 2020
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The $755B Half-Year
The M* team updates June 2020 flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Tuesday, July 28, 2020
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Active's Brief Flows Lead Ends
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 24, 2020
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Bridge Builder Maintains Speed
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 23, 2020
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Micro Firms' Flows Sour As Industry Inflows Double Again
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 22, 2020
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Ark Repeats As Small Firms' Outflows Plummet
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 21, 2020
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Two-Thirds of 2020 Outflows Came From Midsize Firms
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 17, 2020
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Titans' Inflows Climb Another 85 Percent
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 16, 2020
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A Janus Henderson Star Begins His Swan Song
The 26-year company veteran is expected to retire next spring...
MutualFundWire.com -
Wednesday, July 01, 2020
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Money Fund Flows Plunge 88 Percent, But ...
The M* team updates May 2020 flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, June 26, 2020
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For the Second Time In Six Years ...
... monthly active inflows beat passive inflows, according to estimates from the folks at M*...
MutualFundWire.com -
Wednesday, June 24, 2020
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A Subadvised Shop Rebuilds Its Lead
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 23, 2020
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T. Rowe and Pimco Win Big In Chi-Town
An investment research giant recognized PMs from both firms today for its annual awards...
MutualFundWire.com -
Monday, June 22, 2020
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Fundsters Honor Juneteenth
Executives across the asset management industry are among those publicly celebrating the holiday and what it represents...
MutualFundWire.com -
Friday, June 19, 2020
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Reader Rating: 5
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As Industry Flows Double, Micro Firms' Flows Slip
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 19, 2020
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A 48-Year-Old Shop Brings an MF Home
The firm previously subadvised the mutual fund and now has three run in-house, with help from RBB...
MutualFundWire.com -
Thursday, June 18, 2020
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Small Fund Firms' Outflows Jump Eleven-Fold, But ...
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 18, 2020
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Midsize Fund Firms' Inflows Return
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 16, 2020
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T. Rowe Leads This Abbreviated Awards Race
Nine fund firms are in contention for these awards. The winners will be revealed next week...
MutualFundWire.com -
Monday, June 15, 2020
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Inflows Jump 68 Percent For the Titans
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 12, 2020
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Week In Preview, June 1 - June 7
This week the teams at Artisan and Gamco are hosting online events...
MutualFundWire.com -
Monday, June 01, 2020
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The Money Fund Inflows Flood Slows a Bit
The M* team updates flows data for April 2020 for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, May 29, 2020
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Brilliant Adds a M* Vet to the C-Suite
The Diamond Hill chief is also looking to fill another top spot at the fund firm...
MutualFundWire.com -
Tuesday, May 26, 2020
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Reader Rating: 3
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Passive Flows Rebound As Active Outflows Plummet
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 22, 2020
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A Focused Growth Shop Wins
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 21, 2020
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Micro-Market Flows Swing Back to Black
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 20, 2020
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From Crisis Comes Long-Term Opportunity
A reader argues for "leveraging digital engagement to build more profitable relationships in asset management" in the midst of the COVID-19 crisis...
MutualFundWire.com -
Tuesday, May 19, 2020
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Reader Rating: 5
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USCF's Massive Inflows Continue
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 19, 2020
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Midsize Outflows Plunge 96 Percent
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 18, 2020
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Giants Start to Regain Their Flows Footing
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 15, 2020
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Reader Rating: 5
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Watch For This SoCal Boutique to Beef Up Sales
Earlier this year, the team launched their first ETF and celebrated a big milestone for their flagship MF...
MutualFundWire.com -
Tuesday, May 05, 2020
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Reader Rating: 5
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