Tag: Investment analytics

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

Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight.

Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.

 

Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term...

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

401(k) advisers and plan sponsors have expressed interest in a customized POLICE Report to show only the funds offered in their plans.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

Monthly net redemptions from money market funds totaled $18.4 billion during the month of June.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability,...

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.

Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.  

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index. 

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. 

Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. 

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner. 

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to finish.