Tag: Investment analytics

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week. 

A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market. 

EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.

Board accountability, human capital and executive compensation emerge as key issues in new CFA Institute survey.

They point out that volatility is the price investors pay for potential returns.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

The Cambridge Retirement Center has been streamlined for easy use by advisers.

A solution from eVestment offers insights into market-moving investment trends of large institutional investors.

R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.

Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.

Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.

The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.

The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over the next five years, predicts global analytics firm...

Nearly 90% who work with an adviser want them to serve as a partner.

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

The “retailization” of 401(k)s and other plan types has sold participants short, experts say.

The inaugural Active/Passive Barometer report shows that passive investing trumps active.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

Inconsistent data reflect the range of forces affecting households and business.

In addition to its impact on the planet, climate change could also affect investments.