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Tag: funds

Bad Timing Does Not Cost Investors 15% of Their Funds’ Returns

Jon A. Fulkerson, Bradford Jordan, Timothy Brandon Riley, CFA, and Qing Yan…

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Navigating Risk in Retail Investment Funds

Retail access to private credit and private equity strategies is expanding globally.…

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Why Gulf Wealth Funds Are Driving Bitcoin’s Next Liquidity Cycle

Key takeawaysIn 2025, oil-linked capital from the Gulf, including sovereign wealth funds,…

Tokenized Money Market Funds: Cybersecurity Lessons from the Digital Cash Frontier

Tokenized money market funds (MMFs) are transforming institutional liquidity but also introducing…

Baxter Hines, CFA Baxter Hines, CFA

Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs

Tokenized money market funds (MMFs) are emerging as a next‑generation “cash equivalent,”…

Baxter Hines, CFA Baxter Hines, CFA

Search Funds: A Strategic Investment in Underserved Markets

Investors seeking to diversify their holdings away from traditional private equity may…

Arnold Madanha, CFA Arnold Madanha, CFA

US crypto funds top $7.5B inflows in 2025 as investor appetite grows

Crypto investment products in the United States have attracted over $7.5 billion…

Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions

Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes…

Campbell R. Harvey Campbell R. Harvey

Big Funds, Small Gains: Rethinking the Endowment Playbook

Despite posting a 9.6% return in fiscal 2024, large US college and…