Products November 2nd, 2012 Calvert Rolls Out Emerging Markets Fund The Calvert Emerging Markets Equity Fund is a sustainable and responsible investment (SRI) mutual fund.
Products November 1st, 2012 Northern Trust Adds ESG Options Northern Trust added solutions for institutional investors seeking socially responsible investing options.
Products November 1st, 2012 EBS Renamed Ascende Employee Benefit Solutions (EBS) announced Thursday it is changing its corporate identity and renaming the company Ascende.
Products October 31st, 2012 ING Offers Retirement Income Program ING U.S. is offering a new retirement income practice management program.
Products October 31st, 2012 Advent Integrates Schwab OpenView Two of Advent Software’s portfolio management systems have been integrated into Schwab OpenView Gateway.
Products October 30th, 2012 New Strategy Helps Customize TDFS Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.
Products October 29th, 2012 Prudential Launches Mutual Fund Prudential Investments launched the Prudential Short Duration High Yield Income Fund.
Products October 26th, 2012 Firm Unveils Plan Sponsor Video Series Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
Products October 26th, 2012 FTSE Builds Unit for ETPs FTSE Group established a new exchange-traded products (ETP) service unit.
Products October 25th, 2012 SunTrust Enhances Plan Service Center SunTrust Banks Inc. rolled out an enhanced version of Plan Service Center (PSC).
Products October 25th, 2012 App Opens Access to Investing Resources A free iPad app from Invesco gives advisers access to investing capabilities.
Products October 25th, 2012 Tool Helps Determine Sponsor's Provider Needs The Guardian Insurance & Annuity Co. Inc. launched a tool to help advisers assist their clients with service provider needs.
Products October 24th, 2012 Broader Approach Suggested for DC Menus Retirement plan sponsors should consider a broader approach to their defined contribution (DC) plan investment menus, a paper suggests.
Products October 24th, 2012 BMO Launches Retirement Income Calculator BMO Retirement Services introduced a personalized retirement income calculator to keep participants’ goals on track.
Products October 24th, 2012 Zero Tolerance for Failure Is Campaign Theme Security Benefit Corp. launched “Failure Is Not an Option,” a retirement income campaign.
Products October 23rd, 2012 SSgA Creates ETF Due Diligence Checklist State Street Global Advisors (SSgA) created an ETF Due Diligence Checklist.
Products October 23rd, 2012 Hundredfold Unveils Share Class A new investor share class for the Hundredfold Select Alternative Fund was rolled out by the investment adviser.
Products October 22nd, 2012 J.P. Morgan Launches TDF Series J.P. Morgan launched a target-date fund series, JPMorgan SmartRetirement Blend Funds.
Products October 22nd, 2012 T. Rowe Price Offers Fiduciary Training T. Rowe Price launched FiduciarySource, an online program designed to help plan sponsors better understand and fulfill their fiduciary obligations.
Products October 22nd, 2012 Social Networking Still Needs Adjustments A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.