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Articles tagged "Newfound Research"


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David Mann: We’re leveraging active management expertise at Franklin Templeton and bringing it into the ETF world.

Franklin Templeton's ETF play reveals pain of being late -- yet it beats never

Franklin Resources has hewed to near a $42 share price back to 2006 but with $750 billion of AUM it is being deliberate with launch of single-country ETFs, opening wider window on strategic weaning from mutual fund dependency

November 10, 2017 at 12:29 AM

Julie Riewe: By failing to take steps to verify F-Squared's claims, Virtus solicited investors using materially false and misleading AlphaSector performance data.

SEC leaves little doubt that Virtus knew to be suspicious of what it was selling yet kept those concerns from wholesalers

After concerns were raised Virtus grabbed for earplugs -- a move that made economic sense in retrospect

November 24, 2015 at 7:08 PM

Figures don't lie but the SEC says that liars did figure.

How Howard Present parlayed an intern's algorithm into a small fortune -- and when the SEC says he knew of a mega-disconnect

The SEC alleges that the former F-Squared CEO engaged in a massive cover-up with lies, and the fabrication related to faulty backtesting

January 6, 2015 at 6:20 PM

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