Tag: Investment analytics

Long-term mutual fund inflows were just $745 million in October, according to Morningstar. 

The institutional defined contribution (DC) market is out of reach for most mutual fund managers; therefore, the focus of many DCIO sales efforts is the retail market, concludes...

U.S. institutional investors lost 9% at the median in the third quarter of 2011, ending a streak of four consecutive quarters with positive results, according to Northern Trust.

Investors who dynamically adjust asset class exposures as growth and inflation expectations shift may significantly improve risk-adjusted returns, according to a white paper from BNY Mellon.

Merrill Lynch Wealth Management and Eurasia Group address investor concerns over the fragility of global markets in a new white paper and Webcast, titled, “The Great Global Shift:...

Merlin Securities announced that Rick Bensignor, a former Morgan Stanley strategist and behavioral economist, has joined the firm as Chief Market Strategist.

An investor relations report from BNY Mellon found companies worldwide are continuing to expand outreach to sovereign wealth funds (SWFs) and emerging markets (EMs). 

BrightScope and Target Date Analytics released "Popping the Hood, IV," the latest study in a series that provides analysis of target-date funds (TDFs) and fund families.

A survey released by Natixis Global Asset Management found nearly half of American investors fear losing money due to market volatility.

FPA has launched an International Value Strategy, which will be available to institutions.

U.S. exchange-traded funds, which have had just one month of net outflows in the last 12 months, added $4.1 billion in September, according to Morningstar.

Long-term mutual fund flows turned positive in September for the first time in three months, with inflows of $3.8 billion, according to Morningstar.

Long-term funds in Asia (ex-India and China, which report assets on a quarterly basis) collected $12 billion in net flows, according to Strategic Insight, an Asset International company. 

Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.

S&P Indices announced dividend increases rose 17.1% during the third quarter of 2011, with 350 companies increasing their dividends.  

A Cerulli report contends that while managed accounts are stable from an investment-risk and a regulatory standpoint, operational risk remains a concern.  

MSCI’s 2011 Global Asset Owners Survey, “Back to the Future of Risk Management,” found 80% of institutional investors are currently using stress tests. 

Russell Investments’ latest research for institutional investors explores the possibility of a dynamic asset allocation policy that varies as market volatility changes.

Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, has published a white paper highlighting the common misconceptions associated with the Global Investment Performance Standards (GIPS)....

Morningstar, Inc. announced plans to launch rankings and research on exchange-traded fund (ETF) managed portfolios later this year.