Tag: Investment analytics

The Standard reached an agreement with Access Data to bring defined contribution investment only (DCIO) reporting capabilities to its fund partners.

Investors should expect strong equity market results through 2014, with the potential for real U.S. GDP growth to approach 5% in multiple quarters.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

The Financial Industry Regulatory Authority (FINRA) is soliciting comments on a proposal to standardize and automate account activity and security reviews for its members.

The global economy is improving, inflation will stay moderate and equities will outshine bonds in 2014, say Merrill Lynch and U.S. Trust.

Defined contribution plan participants saw average daily transfer activity decline in November compared with October, according to the Aon Hewitt 401(k) Index.

The California Public Employees’ Retirement System (CalPERS) earned a “AAA” grade from the Asset Owners Disclosure Project (AODP).

Defined contribution (DC) plans have already taken some lessons from defined benefit (DB) plans.

Investment analytics firm ClearVest opened its unified investment management platform to investors and financial advisers seeking access to alternative investments.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Actively and passively managed funds can complement each other and allow investors to fill portfolios with the best investment opportunities, both within and across markets.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

Socially responsible investing is no longer just a matter of screening out companies with interests in the “big five” industries—alcohol, tobacco, gambling, pornography and firearms.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

MSCI Inc., a provider of investment research and decision support tools, unveiled a collection of environment, social and governance (ESG) data and related quantitative analysis tools to facilitate...

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.