Tag: ETFs

Prudential Reduces Fees on Mutual Funds; Beaumont Capital Management Releases Smart Beta Series; Ivy Launches NextShares Exchange-Traded Managed Funds; and more

Retirement plan sponsors clients may see some effects from the new rules.

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.

Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

The institutional investors surveyed by Greenwich Associates are experiencing longer execution times, increased execution costs and more difficulty sourcing bond securities and completing trades.

On the last day of trading in 1996 the S&P 500 Price Index stood well below 800; since then it has crossed the 1,500-point mark no fewer than...

Cerulli research highlights the ongoing push among institutional asset owners away from investments that include revenue sharing. 

Spark 401k also provides access to low-cost ETFs that keep investment expenses less than 1%, helping employees further grow their nest egg.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs. 

ETFs are inexpensive, have no sales or service fees, and no surrender penalties, so, considering the DOL conflict of interest regulations, it would seem they would become popular,...

In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows.

Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows.

The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners.

Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. 

Net outflows from active funds totaled $3.9 billion during the month.

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments, and is the basis for a collective trust used in...

ETF asset growth is robust across a range of distribution channels—except one.