Tag: Investment analytics

Thomson Reuters launched a suite of indices to measure the performance of European companies with superior ratings for environmental, social and corporate governance (ESG) practices.

Among approximately 75 large employers, nearly one-quarter (24%) are currently using a white label approach to naming defined contribution (DC) plan investment options, Aon Hewitt finds.

Fiduciary Management Associates (FMA) has added two senior investment professionals, John Nelson and Xiaoling Wang, to its investment research and analysis staff.

The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...

Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies as a lasting trend.

A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment manager performance.

Plan sponsors that offer money market investments in their defined contribution plans should start talking with their investment advisers to evaluate their money market strategy, says Robert C....

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

The lack of key considerations, such as the effect of future contributions to retirement plans, leads some research to paint an inaccurate picture of Gen X’s retirement readiness.

Four new tablet-friendly retirement readiness modeling tools from Wealth Management Systems Inc. (WMSI) help users set and track retirement savings goals based on projected income needs.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Most savers are withdrawing from individual retirement accounts (IRAs) at a rate likely sustain some level of monthly income throughout retirement, according to an EBRI analysis.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.

Nuveen Asset Management will use RiskFirst’s web-based analytics platform, PFaroe, to help craft customized liability-driven investment (LDI) strategies for institutional clients and corporate pension plans.

Natixis Global Asset Management announced plans to fund a research project focused on investor behavior and personal financial benchmarking, based at the Massachusetts Institute of Technology (MIT).

Though the United States continues to face macroeconomic challenges, more elements of the economy are contributing to healthier growth, says Bob Doll of Nuveen Asset Management.

Prudential Fixed Income expanded its emerging markets team with the hiring of Matthew C. Duda.