Tag: Investment analytics

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months, putting pressure on pre-retirees planning for life after...

The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.

Incapital and Nuveen Asset Management created an equity unity trust built around Bob Doll’s 2015 market predictions, released January 7.

Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.

Standish Mellon Asset Management Company, a BNY Mellon investment boutique focused on fixed income, hired Max Guimond as solutions strategist for its liability-driven investing group.

Investor skepticism gives way to optimism, the equities market will continue delivering (but brace for a rocky ride) and retirement plans will want to take a hard look...

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

The investment management firm F-Squared Investments has agreed to pay $35 million and admit wrongdoing to settle fraud charges brought by the Securities and Exchange Commission (SEC).

More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.

In partnership with Hand Benefits & Trust Company, Legg Mason introduced 401(k) Roadmap Funds, a series of nine target-date collective investment funds (CIFs).

Wells Fargo’s Wealth, Brokerage and Retirement division launched the Wells Fargo Investment Institute, combining teams from its four lines of business to create a single group.

The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.

The diversity of investment options available for today’s 401(k) plans can be overwhelming, so it is important for employers to understand the nuts and bolts of the investments...

Mercer said it has agreed to acquire SCM Strategic Capital Management AG, a Swiss-based specialist private...

Callan Associates will use RiskFirst’s risk analytics platform, PFaroe, to help institutional investors conduct asset allocation and asset/liability studies.

Alerus Retirement Solutions has entered into a partnership with Envestnet Retirement Solutions (ERS) to utilize ERS's adviser platform and fiduciary support services.

As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to...

Robust equity market returns fueled a 10.7% asset growth across U.S. institutional investing channels during 2013, according to an analysis from Cerulli Associates.