Tag: Investment analytics

The past few years have seen a steady increase in real estate investments, according to Chuck Schreiber Jr., chief executive of KBS Realty Advisors.

Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.

Stock and bond mutual funds and ETFs (exchange-traded funds) set an all-time quarterly flows record in the first quarter of 2013 of $246 billion. 

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.

Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Europe, sequestration, interest rates and that evergreen—government spending—are all part of the landscape dimming advisers’ enthusiasm for the economic outlook, a survey found.

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Institutional investors and registered investment advisers (RIAs) are increasingly using business development company (BDC) stocks, according to a source.

U.S. investors who missed the four-year rally could be ready to return to market, according to BNY Mellon.

Northern Trust released an emerging markets index that incorporates environmental, social and governance (ESG) screens.

New research from Morningstar shows that delaying Social Security benefits can be valuable for retirees.

Market Vectors ETF Trust released a new exchange-traded fund (ETF), the Treasury-Hedged High Yield Bond ETF (NYSE: THHY). 

Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.

The Securities and Exchange Commission (SEC) released an update to clarify how investment companies can use social media without running into filing requirements.  

The Securities and Exchange Commission (SEC) charged two investment advisers at Oppenheimer & Co. with misleading investors about the valuation policies and performance of a fund.

BNY Mellon announced the launch of BNY Mellon Risk View.