Tag: Investment analytics

No recession is forecast, but investment managers show less confidence in U.S. economy, according to Northern Trust’s second-quarter survey.

 A dividend tax rate hike scheduled for January might have an impact on Americans who rely directly and indirectly on dividends, a study found.  

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

Manning & Napier introduced a suite of ten actively managed target-date funds (TDFs) that will invest in a variety...

The looming fiscal cliff has investors scurrying for safe harbor, Prudential’s investment strategists said at their Midyear Global Markets and Economic Outlook.

Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.   

 They like dividend-producing stocks and are tempering expectations for fixed income, a survey found.  

Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.

Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.  

Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice, a survey found.

There’s been an uptick in global demand for diversification and alpha generation, according to the 2012 Global Survey on Alternative Investing by Russell Investments.

More than six in 10 target-date funds (63.6%) surveyed by Callan employ a glidepath managed “through” retirement.

When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.

The asset manager F-Squared Investments upgraded its AlphaSector Fixed Income Indices. 

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.   

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

Brinker Capital launched an application to help advisers determine how much of each client’s portfolio should be allocated to absolute return investments.

Investment managers currently view the markets as a “risk-on” opportunity, a survey found.

Inflation affects different types of investors in different ways. 

Private equity, hedge funds and real estate will drive a combined 20% of all manager search activity in the U.S.