Tag: Investing
Manulife to Offer Franklin Templeton Target-Date Offerings
Manulife Financial has announced a new strategic arrangement with Franklin Templeton Investments under which Templeton LifeSmart Portfolios will be made available to Canadian group retirement clients.
Vanguard Makes Advisory Changes to Three Funds
Vanguard has announced the restructuring of the investment advisory arrangements for Vanguard Explorer Fund, Vanguard U.S. Value Fund, and Vanguard Market Neutral Fund.
ETF Flows Totaled $7.5B in July
July saw investors put $7.5 billion into U.S. Exchange-Traded Funds (ETFs), according to Strategic Insight (SI), an Asset International company.
Funds See $25B in July Flows
Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and bond mutual funds in July...
July Fund Flows Edge up to $14B
Flows into U.S. open-end funds increased slightly in July to $14.1 billion versus $13.5 billion in June, according to the latest Morningstar fund flow data.
S&P Launches Factor Index Series
Standard & Poor's has launched the S&P Factor Indices which seek to measure the risk premium inherent between asset classes and financial markets.
New PIMCO Fund Uses Credit Suisse Commodity Benchmark
The Credit Suisse Commodity Benchmark (CSCB) has been designated as the benchmark for a new U.S. mutual fund launched by PIMCO.
Retirement Accounts More than a Third of U.S. Household Assets
A report from the Investment Company Institute (ICI) finds Americans held $16.5 trillion in retirement assets at the end of the first quarter of 2010, accounting for 36%...
QS Investors Launches in NY
QS Investors, LLC has opened its doors as an independent institutional investment firm based in New York.
John Hancock Funds Launches New Behavioral Finance Program
John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said.
ETF Assets Increased $50B in July
Exchange-traded fund (ETF) industry assets rose $50 billion for the month of July – up 6.5%, according to the State Street Global Advisors (SSgA) ETF Snapshot.
SSgA Selected to Sub-Advise Lincoln Variable Life and Annuity Solutions
State Street Global Advisors (SSgA) has been selected by Lincoln Financial Group to sub-advise variable life insurance and variable annuity investment options.
July Brings ‘Modest’ Pension Funding Recovery
After nearing record deficits at the end of June, U.S. pension plan funded positions have recovered modestly during July thanks mostly to rising equity markets, according to Mercer.
June Fund Flows Reported at $25B
Stock and bond funds experienced June net inflows of $25.5 billion according to new Financial Research Corporation (FRC) data.
Schwab Introduces Bond ETFs
Charles Schwab has announced the launch of three bond ETFs, adding to a suite of eight equity Schwab ETFs.
Bank of Hawaii Enhances Wealth Management Options for Clients
Bank of Hawaii’s Investment Services Group is now offering its clients an open architecture unified managed account (UMA) that can integrate multiple products.
DailyAccess to Offer ETFs
Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.
Nataxis Joins Westpeak in Fund Launch
Natixis Global Associates (NGA) has unveiled a mutual fund in conjunction with Westpeak Global Advisors.