Tag: Investment analytics

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

The trend toward more transparency of plan assets and liabilities seems to be gathering momentum.

An institutional investor equities holdings comparison platform was introduced by eVestment. 

A report underscores the necessity and analyzes the techniques available for defined benefit plans to hedge interest rate risk.

Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.

Only 16% of consumers surveyed by LIMRA said they are familiar with target-date funds (TDFs).

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.

The median return of the BNY Mellon U.S. Master Trust Universe was 4.66% for the third quarter.

Four years after the 2008 global financial crisis, a lack of faith in equity investing appears to be lingering.

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.

One of the greatest risks for long-term investors in the current market is reinvestment rate risk.

Retail and institutional investors are exhibiting behavior that appears to be at odds with their investment goals, a study found.

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

A lack of education may be impeding adviser usage of traditional alternatives.

Misconceptions about liability-driven investing (LDI) prevent many investors from implementing this strategy. 

For the third quarter, the Callan Target Date Index bounced back from a poor second quarter with a return of 4.57%.

Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.

 A free iPad app from Invesco gives advisers access to investing capabilities.   

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

New research from Morningstar quantifies how much additional retirement income, or “gamma,” investors can generate by making better financial planning decisions.