Tag: Benchmarks

Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.   

Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice, a survey found.

“We stand at a crossroads in the [retirement plan] industry,” said David Musto, chief executive at J.P. Morgan Retirement Plan Services.

Morningstar Inc. launched three Morningstar Ultimate Stock-Pickers Indexes.

 Allianz Global Investors Capital (AGIC) is offering investors managed volatility investment strategies designed to lower expected portfolio risk while achieving above-benchmark returns. 

 BNY Mellon introduced its Performance & Risk Analytics (P&RA) Mobile Dashboard application.   

Dow Jones Indexes and UBS Securities LLC launched the Dow Jones-UBS Commodity Index 2-4-6 Forward Blend.  

Dow Jones Indexes launched the Dow Jones RBP U.S. Small-Cap Index. 

CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.  

The Dow Jones Industrial Average (DJIA) is launching a regional version of the index, The Asia Dow.

S&P Indices and the Australian Securities Exchange (ASX) have launched a package of benchmarking tools for fixed interest investments in Australia.

The Aon Risk Maturity Index found a positive relationship between the maturity of an organization's risk management framework and its financial performance.

S&P Indices has launched the S&P Latin America Infrastructure Index.

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes.   

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

MSCI Inc. has announced the launch of the MSCI Overseas China Indices.

S&P Indices has launched the first in a series of indices designed to measure the performance of the Mercado Integrado Latino Americano (MILA) Integrated Market. 

An S&P report contends that if the goal of employers is to offer retirement plans that are capable of generating adequate retirement funding for participants, then index funds...