Investment Product and Service Launches
Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster...
Tag: Investment analytics
When Robo Advisers Struggle to Scale
While automated client service now plays a key role for many advisory firms, investors who accumulate substantial assets will always...
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...
Retirement Income and Alternative Investments
Every level of private equity investment modeled by EBRI resulted in additional 401(k) participants being able to retire at age...
Investment Product and Service Launches
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial...
Booming Markets Not Prompting Many 401(k) Trades
On average, just 0.01% of balances were traded daily in December, which is in line with the monthly average for the past year, according to Alight Solutions.
Investment Product and Service Launches
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global...
Learned Lessons and Market Musings From CIO Bob Doll
The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response...
Investment Product and Service Launches
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
Investment Product and Service Launches
BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls...
Trends
An ESG Framework Here to Stay?
The DOL’s proposed rule on ESG investing supports broader use of green options in retirement plans and removes barriers put...
Investment Product and Service Launches
Alpha and Nasdaq extend relationship; OneAmerica launches new adviser managed account service; PGIM Investments launches new bond funds; and more
Sophisticated DC Plan Investors Increasingly Turn to Real Estate
Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years...
Investment Product and Service Launches
Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; Fingage and OWL...
Investment Product and Service Launches
SEI acquires Novus Partners; Dimensional Fund Advisors lists four fixed-income ETFs; BrightPlan unveils new capabilities to support responsible investing; and...
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying...
Self-Directed Investors Favor Equities, Especially Tech Stocks
Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.