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Goldman Sachs [view profile ]
200 West Street   37FL  New York  NY  10282  ph: 212-357-1675 

http://www.goldmansachs.com/gsam/advisors/products/mutual-funds/index.html  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Impact, Day 2 — Talking to Walt
Yesterday in the Windy City the Schwab team kicked off their giant annual conference for RIAs and their allies...
MutualFundWire.com - Wednesday, November 15, 2017
FAs Gain a Tool For Comparing Your Liquid Alts
M* takes a year-old tool up a notch by adding it to Morningstar Direct...
MutualFundWire.com - Wednesday, November 01, 2017
WSJ vs M*'s Stars, Round 3
The most prominent business paper in the U.S. again takes on the investment research titan's mutual fund ratings system, this time in an expose-length feature. Yet unanswered questions remain...
MutualFundWire.com - Thursday, October 26, 2017 - Reader Rating: 3
GQG Outpaces the Small Fund Firm Pack
Among fund families with under $1 billion, GQG brought in more estimated net inflows last month than any other...
MutualFundWire.com - Wednesday, October 25, 2017
Global X and Chiron Rake It In
September was a great month for those two fund firms and many others in the $1 billion to $10 billion AUM range, per M* estimates...
MutualFundWire.com - Tuesday, October 24, 2017
Baird Dominated September Among Midsize Firms
The Wisconsin-based mutual fund shop brought more inflows, both absolutely and relatively, than any other fund firm with between $10B and $100B in assets, per M* estimates...
MutualFundWire.com - Monday, October 23, 2017
Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com - Monday, October 23, 2017
The Vanguard-BlackRock Show Continued In September
The passive titans and some of their fellows continued to dominate industry net flows last month, according to the latest mutual fund flows estimates from M*...
MutualFundWire.com - Friday, October 20, 2017
At $16B, the Richest Fundster Is ...
Forbes releases its latest "Forbes 400" list, which includes a number of fundsters and fundster-adjacent billionaires...
MutualFundWire.com - Wednesday, October 18, 2017 - Reader Rating: 5
TD's NTF ETF Platform Expands, Minus a Giant
The online brokerage and RIA custodian is nearly tripling the number of ETFs available through its commission-free platform. Yet one of the big three ETF shops is no longer a part of the program...
MutualFundWire.com - Tuesday, October 17, 2017
Week In Preview, October 16-22
Fall conference season continues this week...
MutualFundWire.com - Monday, October 16, 2017
Trump Smiles On the ETF Biz
Last week the President of the U.S. signed into law a measure to protect B-Ds that offer clients research on exchange traded funds...
MutualFundWire.com - Tuesday, October 10, 2017
The ETF Strategist Space Crowns a New King
Mutual fund and ETF giants now lead another niche by AUM...
MutualFundWire.com - Monday, October 09, 2017
Week In Preview, October 9-15
AIMSE, Carson Group Coaching, Expect Miracles, Irish Funds, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, October 09, 2017
Among the Smallest Firms, DeltaShares Dominated August
MFWire compares M* flows data from fund families with less than $1 billion in AUM...
MutualFundWire.com - Thursday, October 05, 2017
Credit Suisse and ETC Had a Big Month
M* data shows the Swiss multinational's U.S. mutual fund family at the top of the $1B to $10B AUM pack in terms of net inflows in August...
MutualFundWire.com - Tuesday, October 03, 2017
ProShares Crushed It In August
Last month the Maryland-based mutual fund and ETF shop utterly dominated flows in the $10B to $100B AUM range, per M* estimates...
MutualFundWire.com - Monday, October 02, 2017
Week In Preview, October 2-8
Managed accounts execs gather in Chitown while fundsters converge on Beantown and KPAs meet outside LA...
MutualFundWire.com - Monday, October 02, 2017
Only One Active Shop Passed $1B in Inflows in August
M* releases its monthly mutual fund flows data...
MutualFundWire.com - Tuesday, September 26, 2017 Views
When It Comes to the Fantastic, Cap Group and Vanguard Dominate
M* recognizes 43 exceptional mutual funds, and more than half of them come from just two giants...
MutualFundWire.com - Tuesday, September 19, 2017
Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com - Monday, September 18, 2017
As Passive Dominates, There's Another Asset Shift Going On
M* digs into another mutual fund industry trend that has implications for all the active managers out there...
MutualFundWire.com - Thursday, September 14, 2017 Views
Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com - Tuesday, September 05, 2017
Muzinich, KraneShares, and Chilton Rise Up!
An analysis of the fund flow report for firms with AUMs under $1 billion for the month of July...
MutualFundWire.com - Friday, August 25, 2017
ETC Breaks $1B and Nationwide Shines
An analysis of $1B to $10B AUM fund flow data for July 2017...
MutualFundWire.com - Thursday, August 24, 2017
Baird, Oakmark, and AB Bern the Rest!
An analysis of fund flow data for all firms with AUMs between $10 billion and $100 billion for the month of July...
MutualFundWire.com - Wednesday, August 23, 2017
American Century Preps a Pair of Acquisitions
Jonathan Thomas tells a trade pub that the Midwestern asset manager is about to seal a debt deal to finance purchasing a quantitative equity shop and a fixed income shop...
MutualFundWire.com - Tuesday, August 22, 2017 Views
Vanguard and BlackRock Eclipse the Competition, Again
An analysis on the flows of the top 50 fund firms in the industry. ..
MutualFundWire.com - Monday, August 21, 2017
Is Flanagan About to Make His 2nd Big Buy of 2017?
Invesco is reportedly in talks to acquire another ETF shop, this time on this side of the pond...
MutualFundWire.com - Thursday, August 03, 2017 Views
New Fund Fuss - July 27, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, July 27, 2017
ETC, Chiron, and KraneShares Go Up Once Again!
An analysis of the under $1B fund flow data for June 2017...
MutualFundWire.com - Tuesday, July 25, 2017
USCF and Edgewood Had a Fantastic June!
An analysis of $1B to $10B AUM fund flow data for June 2017...
MutualFundWire.com - Monday, July 24, 2017
Guggenheim and Bridge Builder Are On a Roll!
An analysis of $10B to $100B AUM fund flow data for June 2017...
MutualFundWire.com - Friday, July 21, 2017
New Fund Fuss - July 21, 2017
The latest news on funds!..
MutualFundWire.com - Friday, July 21, 2017
Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses
M* releases fund flow data for June 2017...
MutualFundWire.com - Thursday, July 20, 2017
The $4.4T Man Exits As the Good Times Keep Rolling
Over the past nine years, under Bill McNabb's leadership, Vanguard has more than tripled in size and become the "most dominant fund company in history."..
MutualFundWire.com - Friday, July 14, 2017 - Reader Rating: 4
New Fund Fuss - July 13, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, July 13, 2017
KraneShares, Bogle, and Amplify Are On The Rise!
Here's a look at May 2017 fund flows for firms with below $1B Mutual fund AUM...
MutualFundWire.com - Wednesday, July 12, 2017
Follow the Fundsters - July 11, 2017
The latest hires, fires, and more!..
MutualFundWire.com - Tuesday, July 11, 2017
ETF Titans Dominated ETF Strategist Growth in Q1
Here's a look at first quarter asset growths within the ETF managed portfolio landscape!..
MutualFundWire.com - Monday, July 10, 2017
Nine Shops Add ETFs to OneSource
15 more ETFs will now be available on Schwab's NTF ETF platform...
MutualFundWire.com - Monday, July 10, 2017 - Reader Rating: 3
Ivy, Oakmark, and First Trust Had a Big May
Here's a look at May 2017 fund flows for firms with between $10B and $100B in mutual fund AUM...
MutualFundWire.com - Thursday, July 06, 2017
GlobalX, Angel Oak, and IndexIQ Climb the Ranks!
Here's a look at May 2017 fund flows for firms with between $1B and $10B mutual fund AUM...
MutualFundWire.com - Wednesday, July 05, 2017
The Myth of Indexing
As Burton Malkiel himself lends his weight to a new smart beta player, it's worth remembering that investors aren't really passive, even when they own index funds...
MutualFundWire.com - Friday, June 30, 2017 Views
Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
M* release fund flow data for May 2017...
MutualFundWire.com - Thursday, June 29, 2017 Views
Custodian Launches ETF Platform
The ETF platform has no transaction fees and gives its clients more flexibility.....
MutualFundWire.com - Thursday, June 15, 2017
A Royal Value Shop Celebrates a Crystal Anniversary
These funds were launched fifteen years ago next week.....
MutualFundWire.com - Friday, June 09, 2017
A 27-Year-Old Fixed Income Shop Is Looking For Wholesalers
A San Diego-based firm enters the intermediary market...
MutualFundWire.com - Wednesday, May 31, 2017 Views
Will a Kraus-less AB Still Follow Kraus' Path?
The Axa-backed asset manager's new chief insists that he will stay the course...
MutualFundWire.com - Thursday, May 18, 2017
Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com - Wednesday, May 17, 2017 Views
Follow the Fundsters - May 16, 2017
Hires, fires, and the like!..
MutualFundWire.com - Tuesday, May 16, 2017 Views
After Adding Two Third-Party Strategists, Pershing Hunts For More
Yet don't expect the BNY Mellon subsidiary to become a supermarket of strategists. ..
MutualFundWire.com - Wednesday, May 10, 2017 Views
M* Shares High Hopes For These Nine Managers
Two top Morningstar insiders highlight asset management "partners for the next decade" for advisors...
MutualFundWire.com - Friday, April 28, 2017 Views
Fink Paints an Un-Pretty Picture of Asset Manager M&A
On stage at the M* conference, the BlackRock chief shares thoughts on the future of BlackRock, wealth and asset management, self-indexing, and more...
MutualFundWire.com - Friday, April 28, 2017 Views
Flanagan Makes a $25B AUM ETF Deal Across the Pond
A private equity giant and five big banks agree to sell a European ETF shop to Invesco...
MutualFundWire.com - Friday, April 28, 2017 Views
The New Fund Fuss - April 27, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, April 27, 2017
M* Is Creating a New Asset Manager Marketplace
Kunal Kapoor gives advisors and fundster a glimpse of what the investment research giant is working on next...
MutualFundWire.com - Wednesday, April 26, 2017 Views
M* and Rekenthaler vs Converted Hedge Funds
The columnist takes to task mutual funds that started out as hedge funds, and the investment research titan prepares to stop providing certain information about such mutual funds...
MutualFundWire.com - Wednesday, April 26, 2017 Views
Dunham Swaps Subadvisors, But Sticks to Pay-for-Performance Fees
San-Diego based subadvised shop, Dunham & Associates, just replaced the subadvisor for its largest fund...
MutualFundWire.com - Tuesday, April 25, 2017
Eye for Earnings - April 24, 2017
The latest earnings releases are here!..
MutualFundWire.com - Monday, April 24, 2017
Week In Preview: Early M* in Chitown, Gemini in the Big Easy
And those are just two of the industry events scheduled for the next five days...
MutualFundWire.com - Monday, April 24, 2017 Views
Getting to Know Mansueto's Successor
The new M* CEO talks to a local paper about taking over the company, being compared with an Indian movie star, and where he's going on his next six-week sabbatical...
MutualFundWire.com - Friday, April 21, 2017
Pimco Rockets Back, But Passive Titans Still Dominate
M* releases its latest monthly mutual fund flows report, and the fixed income giant brought in billions ... but two big indexers brought in tens of billions...
MutualFundWire.com - Wednesday, April 19, 2017 Views
A Breath of Hope For the Other Fund Firms
An M* guru points out that, "for the first time in three years," Vanguard is not the entire net flows ball game...
MutualFundWire.com - Tuesday, April 18, 2017 Views
ProShares Makes the First Move Away From This Platform
The ETF shop is the first to voluntarily removed itself from Schwab's NTF platform...
MutualFundWire.com - Friday, April 07, 2017 Views
Ivascyn Regains One of Pimco's Old Crowns, With a Newer Fund
The "bond king" title once held by Bill Gross returns to his old shop ... but not for his old flagship mutual fund...
MutualFundWire.com - Thursday, April 06, 2017
Filings for Fundsters - April 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, April 03, 2017 Views
Previewing Tiburon and More in NYC, NICSA in Beantown
Chip Roame, Jim Fitzpatrick, and more will gather fundsters for events this week...
MutualFundWire.com - Monday, April 03, 2017 Views
M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
Last night's 24th annual Mutual Funds Industry Awards highlighted a slew of people making strides in the industry!..
MutualFundWire.com - Friday, March 31, 2017 Views
Is Beating the Index Still Enough?
Outperforming funds still suffered net outflows last year. And for U.S. equity funds the three-year picture isn't much better...
MutualFundWire.com - Friday, March 31, 2017
Overlooked Five-Star Funds Gain a Voice
Heads up, boutiques. A focused investing publication is highlighting small but well-rated mutual funds...
MutualFundWire.com - Thursday, March 23, 2017 Views - Reader Rating: 5
The Richest Fundsters, 2017 Edition
Forbes updates its list of the world's billionaires. At least 10 U.S. fundsters, and several fundster-adjacent folks, make the cut...
MutualFundWire.com - Tuesday, March 21, 2017 Views
A Maryland Shop Shoots For Distro Expansion
After three years of revamping his products, this mutual fund and ETF entrepreneur is looking to add wholesalers. And he has more funds in the hopper, too...
MutualFundWire.com - Monday, March 20, 2017 Views
M* Is Doing What?
The rating agency's move to launch its own funds gets mixed reviews...
MutualFundWire.com - Monday, March 20, 2017 Views
13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com - Friday, March 17, 2017 Views
No More Pru? It's PGIM!
Prudential Investments will rebrand at the beginning of next month...
MutualFundWire.com - Wednesday, March 15, 2017 Views
Look Out for This Model Portfolio Program Reaching 19,000 Advisors
This risk alignment tool is turning itself into a distribution platform for third-party strategists and asset managers...
MutualFundWire.com - Wednesday, March 01, 2017 Views
Top Low-Cost Educational Resources for Fund Marketers
A veteran asset management industry ally gathers a list of publications, trade groups, and more...
MutualFundWire.com - Tuesday, February 28, 2017 Views - Reader Rating: 5
TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com - Tuesday, February 21, 2017 Views
A Niche TAMP Seeks International ETFs
A factor investing-focused model portfolio shop looks to add new funds to its platform...
MutualFundWire.com - Wednesday, February 08, 2017 Views - Reader Rating: 5
Ops Fundsters Gather in Florida
NICSA is holding its annual SLF outside Miami...
MutualFundWire.com - Monday, January 30, 2017 Views
Dodge & Cox, Fido, Harris, and T. Rowe Win Big
M* reveals the winners of its four manager of the year awards for 2016...
MutualFundWire.com - Wednesday, January 25, 2017 Views
Even the WSJ Prefers Index Funds
Active management's PR problem is pervasive...
MutualFundWire.com - Wednesday, January 25, 2017 Views
Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
One of the big three wirehouses is reportedly charging $50,000 or more per ETF shop for access to its horde of FAs...
MutualFundWire.com - Tuesday, January 24, 2017 Views
Vanguard, BlackRock, and SSgA Won 2016
17 of the 46 biggest mutual fund shops brought in net inflows last year...
MutualFundWire.com - Thursday, January 19, 2017 Views
71 Percent of Big Fund Firms Suffered in December
Only 13 of the 46 biggest mutual fund shops saw net inflows for the last month of 2016. The winners were the big indexers...
MutualFundWire.com - Thursday, January 19, 2017 Views
And the 2016 Fund Manager of the Year Nominees Are...
Morningstar has released the 2016 U.S. Fund Manager of the Year awards nominees...
MutualFundWire.com - Thursday, January 12, 2017 Views
Follow the Fundsters - January 11, 2017
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, January 11, 2017 Views
Prepare to Cross a Lot of Mutual Fund Ts
A new kind of share class is coming, in a big way. John Rekenthaler breaks it down for you...
MutualFundWire.com - Friday, January 06, 2017 Views - Reader Rating: 5
State Street Beat Out Vanguard in November
State Street tops Morningstar's November flows report...
MutualFundWire.com - Tuesday, December 27, 2016 Views
How Do You Compete In the Age of Vanguard?
John Rekenthaler highlights three ideas for mutual fund firms looking to stand out from the pack...
MutualFundWire.com - Tuesday, December 27, 2016 Views - Reader Rating: 1
Net Fund Creation Is Almost Zero For 2016
It looks like fundsters are no longer creating more mutual funds than they destroy, except .....
MutualFundWire.com - Friday, December 23, 2016 Views
How Do You Get Joe Mansueto to Invest In Your Startup?
BusinessInsider digs into the story of Morningstar's latest acquisition...
MutualFundWire.com - Wednesday, December 21, 2016 Views
Where Are the Female Fundsters?
A recent report shows that women make up only 10 percent of U.S. fund managers...
MutualFundWire.com - Tuesday, December 20, 2016 Views
Morgan Stanley Plans End-of-Year Fund Cuts
The wirehouse plans to make cuts to its fund offerings by January 1...
MutualFundWire.com - Friday, December 16, 2016 Views
A Value PM Legend Retires
FPA confirms the retirement of Bob Rodriguez...
MutualFundWire.com - Thursday, December 15, 2016 Views
Mutual Fund Milestones - December 8, 2016
A round-up of the mutual fund industry's latest accomplishments!..
MutualFundWire.com - Thursday, December 08, 2016 Views
SEC Smites Pimco For $20MM Over BOND
The regulatory agency is Grossed out by what it describes as NAV screw-ups on the part of the fixed income giant...
MutualFundWire.com - Friday, December 02, 2016 Views
PMs Ponder President Trump
More fundsters weigh in on the outcome of the 2016 U.S. presidential election...
MutualFundWire.com - Wednesday, November 09, 2016 Views
People on the Move - November 7, 2016
Hirings, firings and the like!..
MutualFundWire.com - Monday, November 07, 2016 Views
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