Tag: Investment analytics

American Independence Financial Services LLC rolled out the Risk-Managed Allocation Fund, an exchange-traded fund (ETF) that seeks long-term growth and is available in three share classes.

Using broader and deeper analytics, Northern Trust has enhanced its ex-ante – or ‘forward looking’ – investment risk-reporting capabilities.

The risk management firm has released R-Squared Risk Solutions, tools to manage and forecast portfolio risk.

While there have been many studies on the causes of the Great Recession, a new report analyzes the cost of it.

What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

A program from Conrad Siegel Investment Advisors aims to gradually guide 401(k) plan participants into more conservative investment choices as they near retirement.

Low interest rates pose a risk to investors, according to a Prudential paper on the implications of recent research from the National Retirement Risk Index.

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.

Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013, according to consulting firm Mercer.

After a pessimistic April, advisers showed more inclination to think positively about the economy and markets, according to WealthManagement.com’s Advisor Confidence Index.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

Long thought to be an investment with a guaranteed return, traditional fixed-income products have an upside/downside ratio that is unsustainably low, a white paper warns.   

The global strategies of 300 North Capital and Willowbridge Associates were added to the Altegris Macro Strategy Fund to enhance its potential to generate absolute returns.

A study from Northern Trust found that more institutional investors are considering allocation to alternative indexes for beta management.

In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds, according to Morningstar.

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