Investment manager also reduces minimum for private pools
The proposals seek a more investor-friendly approach to fund disclosure
The investment manager discontinued its goals-based investing program
Equity ETFs drove first-half sales, while mutual funds rose thanks to money market funds
Both funds have low risk ratings
The fund uses short positions to mitigate downside risk in equities markets
The fund invests in bonds from issuers addressing social and environmental issues
Firm looks to grow its U.S. business, upgrade product lineup and boost distribution
The firm cited a “falling demand” for deferred sales charge options
Valuation concerns are driving the sharp increase in global mutual fund redemption suspensions