Tag: Equities

In contrast to the majority of months in 2011, the net direction of 401(k) participants’ transfers in January 2012 returned to equities.

Net cash contributions to long-term mutual funds around the world came in at around $200 billion for 2011, down from almost $1 trillion in both 2010 and 2009,...

 BlackRock Inc.’s iShares Exchange Traded Funds (ETFs) business launched two dividend-focused equity funds designed to access the emerging markets and Asia/Pacific developed markets.   

Fund managers have turned significantly more cautious about the prospects for world growth and investment returns, according to a global survey of investment managers by Towers Watson.

 Only 9% of more than 5,000 investment strategies achieve the highest environmental, social and governance (ESG) ratings, according to an analysis performed by Mercer’s Investments business.   

Target maturity funds experienced a welcome bounce-back during the fourth quarter, according to the Ibbotson Target Maturity Report.

Companies continue to shift away from stock options and other “appreciation” awards toward a greater emphasis on full-value awards in their equity compensation plans.

Institutional investment managers are gaining confidence in the U.S. economy, according to a quarterly survey conducted by Northern Trust.

J.P. Morgan Asset Management has introduced a new design for the core menu line-up in defined contribution plans, called Core Menu Innovation (CMI).

Aon Hewitt’s October 401(k) Index found that despite the recent market rally, 401(k) participants transferred assets from equities into fixed income investments for the fifth consecutive month.

The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program. 

Ashmore Investment Management Limited has launched the Ashmore Emerging Markets Small Cap Equity Fund.

Man Investments is launching the Man Long Short Fund, a long/short equity fund of hedge funds with scheduled monthly liquidity in a Registered Investment Company format.

INTECH Investment Management launched a suite of absolute volatility equity strategies.

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

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

Vanguard researchers report that the levels of market variations today are ordinary when compared to other periods characterized by major global events.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

Becker Capital Management is introducing an institutional share class for its Large Cap Value strategy, the Becker Value Equity Fund.

Aperio Group has published a research paper that discusses best practices for gaining emerging market exposure in a global portfolio.