Tag: Investment analytics

The relative attractiveness of annuitizing pension liabilities was virtually unchanged in February.

Frederick J. O’Meally had a final judgment entered against him by a federal court in New York stemming from an action filed by the Securities and Exchange Commission...

Address market challenges, embrace innovation and take the lead in improving retirement policy, said Robert L. Reynolds, president and chief executive of Putnam Investments.

Institutional market influence was most prominent within the equity exchange-traded fund (ETF) space in 2012, according to Strategic Insight, an Asset International company.

Exchange-traded fund (ETF) assets increased by $1.3 billion, or 0.1%, in February. 

Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.

Dunham & Associates Investment Counsel Inc. (DAIC) launched the Dunham Alternative Strategy Fund (DNASX).

The most researched investments in 2012 on Morningstar platforms showed growing interest in U.S. equities.

Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

Institutional investors should have one eye on the opportunities from an economic recovery, and the other on managing the substantial risks that remain, says Mercer.

Tax changes from the fiscal cliff deal are prompting investors to ask questions about the drag higher rates could have on portfolio returns in 2013.

Fund managers have turned more optimistic about the prospects for equity returns while remaining negative on world growth and medium-term government bonds.

Exchange-traded fund (ETF) assets increased $67.7 billion (5.0%) in January.

Now is a good time for gold in retirement savings accounts —but only if investors are seeking long-term gain rather than quarterly returns.

January 2013 saw record-setting stock and bond mutual fund net inflows reaching and possibly exceeding $90 billion (excluding additional inflows to ETFs)....

Target maturity funds continue to see total assets climb to all-time highs.

Schwab ETF OneSource was launched by Charles Schwab, with access to the highest number of commission-free exchange-traded funds (ETFs) in the industry.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

Vanguard expects to launch Vanguard Total International Bond Index Fund and its exchange-traded fund (ETF) shares by the end of the second quarter.