Private-equity funds have long played a dominant role in providing outside capital for independent wealth management firms.

Leaders with unchecked power can reward or punish companies at their whim, creating an uneven playing field and leading to ...

Quantified Pattern Recognition Fund earns an Average Process Pillar ... firm's average ten-year Morningstar Rating of 3.8 stars. The management team's listed portfolio management experience ...

The stability of the management team also supports ... costliest quintile on average. While this fund's costs are most relevant to investors, the pattern at the broader firm suggests it could ...

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial advisors and investors should know.

The debate between passive and active fund management is one of the great investing controversies. Passive index fund investing seems to be winning the competition. Recent Vanguard research found ...

Chris Hughes is a Bloomberg Opinion columnist covering deals. Previously, he worked for Reuters Breakingviews, the Financial Times and the Independent newspaper. It’s quite easy to do bad deals ...

Last spring, Coatue Management, a $25 billion hedge-fund giant, did something unusual: It made an appearance. The secretive, tech-focused investment manager has had a stellar track record under ...

The Fund seeks capital appreciation. The Fund primarily invests in equity index mutual funds, unaffiliated equity index exchange traded funds (ETFs), future contracts equity index swaps and cash ...