Tag: Investment analytics

Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.

Research from Cerulli Associates shows increased interest in environmental, social and governance (ESG) investing, and not just among nonprofit organizations.

Oppenheimer rolled out a fund, the Oppenheimer Diversified Alternatives fund, focused on nontraditional growth and income.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.

When making changes to a 401(k) plan’s investment lineup, administrators chase returns and do not end up improving investment performance, research suggests.

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

John B. McDermott has become chief investment strategist of Symmetry Partners LLC.

Prudential Retirement added American Century Investments’ line-up of target-date funds to its guaranteed income solution for defined contribution (DC) plans.

A new blog shines a light on the weekly strategy meetings of J.P. Morgan Asset Management’s global fixed-income, currency and commodity group.

 Europe, China and the U.S. must overcome hurdles to keep the global economic recovery intact.  

Shifting sales strategies cause asset managers to focus on value-add programs, research found.

The 2012 “risk bullies” caused investors to leave equity funds, creating double trouble.

Adviser adoption levels of exchange-traded funds (ETFs) are guideposts to their fund evaluation and selection processes, a survey found.

Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.

Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.

Research suggests investors’ perceptions of the stock market affect whether they are invested for optimal retirement savings.

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.

Bell Investment Advisors, a registered investment advisory firm in the Bay Area, will host a webinar, “Year-End Review and 2013 Preview,” on December 6.

 Breckinridge Capital Advisors developed a proprietary in-house Sustainability Modeling Framework that rates corporate and municipal bonds.