Tag: Equities

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

BlackRock Inc. expanded its iShares exchange-traded funds (ETFs) business, adding seven portfolio options to the iShares 529 Plan. 

The Calvert Emerging Markets Equity Fund is a sustainable and responsible investment (SRI) mutual fund.

 A new investor share class for the Hundredfold Select Alternative Fund was rolled out by the investment adviser.   

North American investor confidence continued to decline this month, according to State Street Global Markets.

Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments in June despite the market rally, according to the Aon Hewitt 401(k) Index. 

Paladyne Systems Inc. updated its Reference Data Suite, a reference data management solution, to address increasing hedge fund and private equity regulations, and Form PF filing.

Condor Trading LP moved into asset management with the launch of a new venture, Pacific View Asset Management LLC in San Francisco.

U.S. exchange-traded funds (ETFs) enjoyed $16 billion in net inflows in June, their best month since February’s $15 billion in net inflows.

Plan sponsors should be adding more fixed-income choices to their investment menus, according to a study.  

Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments as the stock markets dropped substantially during...

More than six in 10 target-date funds (63.6%) surveyed by Callan employ a glidepath managed “through” retirement.

Investors put $14 billion in net inflows into stock and bond mutual funds in the U.S. in May.

The Callan DC Index enjoyed a strong first quarter in 2012, returning 8.7%.

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

The Callan DC Index bounced back from a disappointing third quarter to post a gain of nearly 7% in the fourth quarter of 2011. 

Investors put an estimated $46 billion in net inflows into stock and bond mutual funds in the U.S. in February 2012.

The latest S&P Target Date Scorecard indicates that further-dated target-date funds are continuing to generally have lower cross-sectional ranges of equity exposure than closer-dated funds, through not by...

The aggregate deficit in pension plans sponsored by S&P 1500 companies was $410 billion on February 29, 2012.

The typical U.S. corporate pension plan’s funded status rose 2.1% in February.