Tag: Investment analytics

The FTSE Cyclical and Defensive Index Series aims to offer contrasting degrees of sensitivity to the economic cycle in order to improve the transparency of market dynamics.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Northern Trust has added peer universe comparisons to the range of risk and performance information available through Northern Trust Data Direct.

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Concern over market volatility remains on high alert, and returns are expected to dip, according to research by Casey Quirk and eVestment.

Stock and bond mutual fund net inflows reached and possibly exceeded $90 billion during January, excluding additional inflows to exchange-traded funds (ETFs).

Active manager and adviser exchange-traded fund (ETF) investment portfolios are expected to grow in 2013.

The State Street Investor Confidence Index (ICI) rose for a second consecutive month, increasing by 5.4 points from December to finish at 86.8 in January.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

Plan sponsors face an “equity dilemma” of ensuring participants have adequate retirement savings while protecting them from volatility.

Last year was good for target-date funds (TDFs), according to Morningstar.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

The Interactive Analytics Report (IAR) has been added to BNY Mellon’s Workbench Web platform. 

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

In 2012, mutual fund managers small and large saw substantial net inflows to their bond and stock funds.

Morningstar Inc. reported estimated U.S. mutual fund asset flows through December 2012.