Tag: Investment analytics

PBGC is adjusting the way DB plans use interest rate assumptions to value and pay benefits.

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

The index enables comparison of illiquidity risk premiums across assets on a consistent basis.

Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...

More plan sponsors than ever are looking to convert their pensions to group annuities.

New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain? 

Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting. 

Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...

Just three states can boast a median retirement income figure above 70% of the median working wage in the state, a new Bankrate.com study shows. 

The acquisition of Market Metrics and Matrix Solutions from FactSet will broaden AI’s portfolio of proprietary data and business intelligence capabilities for advisers and asset managers.

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

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

Stronger bond returns could not match weaker U.S. and falling developed market equity returns, according to the Wilshire Trust Universe Comparison Service, dragging down institutional investor performance. 

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

Asset International, publisher of PLANADVISER and PLANSPONSOR, has launched a new research library compiling data and analysis from across its global media and analytics businesses.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.