Your Investor subscription includes one-page PDF investment detail reports that you can download or print for your records. These detail reports include a high-level ...

From artificial intelligence to demographic shifts, thematic funds offer a way to invest in big ideas shaping our future. For asset managers, understanding the nuances of this evolving landscape is ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Can index funds make you a millionaire? The answer is yes, but there are ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

Closed-end funds are investment wrappers with various underlying exposures depending on the fund's approach, not an asset class or sector themselves. These funds tend to provide diversification and ...

Put money into low-cost stock and bond funds, but don’t forget the rest of the recipe: Leave your investments alone. By Jeff Sommer Jeff Sommer writes Strategies, a weekly column on markets, finance ...

Investors with low or no exposure to soaring artificial intelligence-themed stocks and the energy sector are losing out as hundreds of active fund managers struggle to beat their benchmark. Investment ...

Sovereign wealth funds invest state or government money. They’re typically created from budget surpluses or revenues from oil or other commodities. By Maureen Farrell While he was campaigning last ...