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14 Oct 2022, 11:50 am
Western Asset Macro Opportunities I (LAOIX), an open-ended fund sponsored by Western Asset Management Company, LLC., is one of worst performing bond funds of 2022, according to Financial Advisor Mag, As you many know, the federal reserve increased the interest rate again in September to 3% to 3.25%., (In May it was 0.75% to 1.00%). [read post]
8 Mar 2010, 7:20 am
According to Morningstar, more than half of target date funds have an annual management fee of 1% or more. [read post]
13 Jan 2020, 7:51 am
MJ is currently not included in any of Morningstar’s standard investment categories and currently resides in the miscellaneous sector group. [read post]
4 Feb 2010, 1:06 pm
So if you are a buy-and-hold bond fund investor, your income will increase as fund managers reinvest at higher rates. [read post]
3 Nov 2023, 6:30 am
Posted by Alyssa Stankiewicz and Lindsey Stewart, Morningstar, Inc, on Monday, October 30, 2023 Tags: anti-ESG, ESG, ETFs, Shareholders Machine-Learning the Skill of Mutual Fund Managers Posted by Ron Kaniel (University of Rochester Simon Business School), on Tuesday, October 31, 2023 Tags: CFNAI, Mutual funds, stock market, US Equity Funds The Compensation Committee’s Evolving Role in Human Capital Management Posted by Blair Jones, Rachel Ki, and Jennifer… [read post]
3 Nov 2023, 6:30 am
Posted by Alyssa Stankiewicz and Lindsey Stewart, Morningstar, Inc, on Monday, October 30, 2023 Tags: anti-ESG, ESG, ETFs, Shareholders Machine-Learning the Skill of Mutual Fund Managers Posted by Ron Kaniel (University of Rochester Simon Business School), on Tuesday, October 31, 2023 Tags: CFNAI, Mutual funds, stock market, US Equity Funds The Compensation Committee’s Evolving Role in Human Capital Management Posted by Blair Jones, Rachel Ki, and Jennifer… [read post]
29 Mar 2012, 4:25 pm
According to the plaintiffs, the defendants violated their fiduciary obligation to the retirement plan, which included investments involving mutual funds and target date funds from RiverSource Investment LLC (an Ameriprise subsidiary that is now called Columbia Management Investment Advisers LLC). [read post]
18 Mar 2014, 1:12 pm
Aninat Schwencke & Cia has a well balanced mix of local and foreign clients, among which some of its most representative include Aaktei, Aguas del Valle, Actis, Acon Investment Private Equity Fund, AGSA Construction, Amarant Mining, American Science and Engineering Inc, Alluvia Mining, American Bridge, Amundi, Asociación Nacional de Supermercados (ASACH), Athelera, Ariba, Austral Capital Private Equity Fund, Balfour Beatty Group, Banco Falabella, Big John, BHP Billiton, Blackrock, BTG… [read post]
8 Jan 2023, 9:26 am
If an LLC is the chosen form, an LLC agreement will set forth, among other items, establishment of the company’s officers; capital contributions by members of the LLC; allocation of profits and losses to the members; delivery of a Certificate of Formation to the Secretary of State of the state in which the company will be organized; and establishment of a registered agent in that state.2 Growth should be managed at a pace that matches the… [read post]
27 Mar 2020, 6:01 am
Fund Families Posted by Jackie Cook and Jon Hale, Morningstar, Inc., on Monday, March 23, 2020 Tags: Asset management, ESG, Institutional Investors, Proxy advisors, Proxy voting, Shareholder voting, Stewardship New ESG Disclosure Obligations Posted by Anna Maleva-Otto and Joshua Wright, Schulte Roth & Zabel LLP, on Tuesday, March 24, 2020 Tags: Disclosure, Environmental disclosure, ESG, EU, International… [read post]
7 Apr 2023, 6:30 am
Roberts, Debevoise & Plimpton LLP, on Saturday, April 1, 2023 Tags: Corporate governance, Cyber-risk, Cybersecurity, legal framework, Risk assessment, Supply chain Proxy-Voting Insights: Voting on Politics Posted by Lindsey Stewart, Morningstar, Inc., on Sunday, April 2, 2023 Tags: Asset Managers, climate risk, corporate lobbying, Proxy voting, shareholder resolutions, Transparency Corporate Democracy and the Intermediary Voting Dilemma Posted by Jill E. [read post]
11 Oct 2011, 5:00 am
Morningstar Credit Ratings, LLC Rating and Investment Information, Inc. [read post]
7 Apr 2023, 6:30 am
Roberts, Debevoise & Plimpton LLP, on Saturday, April 1, 2023 Tags: Corporate governance, Cyber-risk, Cybersecurity, legal framework, Risk assessment, Supply chain Proxy-Voting Insights: Voting on Politics Posted by Lindsey Stewart, Morningstar, Inc., on Sunday, April 2, 2023 Tags: Asset Managers, climate risk, corporate lobbying, Proxy voting, shareholder resolutions, Transparency Corporate Democracy and the Intermediary Voting Dilemma Posted by Jill E. [read post]
11 Feb 2010, 11:55 am
Most closed-end funds are actively managed and, therefore, are subject to manager risk - the risk that they will be poorly managed – as well as market risk. [read post]
9 Feb 2024, 6:30 am
Skinner, Ropes & Gray LLP, on Monday, February 5, 2024 Tags: Activism, anti-ESG, ESG, ESG investing, ExxonMobil, GHG, proxy statements, SEC 2024 Proxy Season Considerations: Officer Exculpation for Delaware Corporations Posted by Andrew Allen, Karen Dempsey, and Bobby Bee, Orrick Herrington & Sutcliffe LLP, on Tuesday, February 6, 2024 Tags: delaware, Delaware Supreme Court, Duty of care, Fiduciary duties, officer exculpation, officers, Proxy season, S&P 500, stockholders 2023… [read post]
9 Feb 2024, 6:30 am
Skinner, Ropes & Gray LLP, on Monday, February 5, 2024 Tags: Activism, anti-ESG, ESG, ESG investing, ExxonMobil, GHG, proxy statements, SEC 2024 Proxy Season Considerations: Officer Exculpation for Delaware Corporations Posted by Andrew Allen, Karen Dempsey, and Bobby Bee, Orrick Herrington & Sutcliffe LLP, on Tuesday, February 6, 2024 Tags: delaware, Delaware Supreme Court, Duty of care, Fiduciary duties, officer exculpation, officers, Proxy season, S&P 500, stockholders 2023… [read post]
10 Oct 2013, 6:24 am
According to Morningstar, some 77% of U.S. municipal-bond mutual funds hold bonds sold by Puerto Rico. [read post]
8 Apr 2021, 5:56 am
In December 2020,Eris Exchange, LLC (ErisX) self-certified three RSBIX NFL futures contracts for listing on the exchange, based on moneyline, point spread, and total points for individual NFL games. [read post]
4 May 2022, 9:01 pm
ENDNOTES [1] The companies are 2U, Inc., Adobe, Inc., Airbnb, Inc., Allbirds, Inc., Brightcove, Inc., Brighthouse Financial, Inc., Change Healthcare Inc., Comcast Corporation, FactSet Research Systems, Inc., Henry Schein, Inc., Ideanomics, Inc., Kraft Heinz Co., Lyft, Inc., Microsoft Corporation, Morningstar, Inc., Sleep Number Corporation, Starbucks Corporation, United Therapeutics Corporation, and WW International, Inc. [2] The listed investors and investment advisors are Council of… [read post]
10 Feb 2018, 12:00 am
I will tell you that we do investment management. [read post]
