For the year ended June 30, indexed assets increased 5.4% to $15.35 trillion, as the COVID-19 crisis drove assets into fixed-income ETFs.
Social issues led to a heightened interest in socially conscious and sustainable investing in the U.S.
An initiative by the Sustainability Accounting Standards Board to go deeper on human capital management practices has investors encouraged.
Americans will no longer be able to invest in Chinese companies that support Chinese military or intelligence activity.
Growth strategies dominate Morningstar's database of top-performing domestic strategies and collective investment trusts.
Long-duration bonds continued to dominate the lists of top-performing strategies for both the one- and five-year periods ended Sept. 30.
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Hedge funds are increasing exposure to the financial equities, while remaining overweight health care and underweight technology.