Tag: Investment analytics

New absolute return portfolios are designed to deliver positive performance over a reasonable timeframe regardless of the ups and downs of the market.

Janus Capital launched three new investment strategies, which are available for U.S. institutional investors in separate accounts.

U.S. institutional investment plan sponsors returned to positive performance in the third quarter of 2010, with a median gain of 8%, according to data in the Northern Trust...

The median return of the State Street Universe (SSU) of total plans rose 8% in the third quarter of 2010, following the 4.4%-loss in the prior quarter, State...

Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.

Informa Investment Solutions introduced PSN Monitor, an interactive tool enabling institutional investors to incorporate consolidated industry insights into their own due diligence process.

Russell Investments and Parametric Portfolio Associates have collaborated on a new index series that measures the return dispersion of a varied selection of securities.

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

Morningstar introduced a portfolio management and performance reporting service for broker/dealers.

Sixty-eight percent of institutional investors believe a double-dip recession is unlikely, according to a Northern Trust Global Advisors (NTGA) poll.

Investors poured more than $25 billion into U.S.-listed ETFs, boosting total year-to-date net inflows to roughly $65 billion, according to new Morningstar data.

Long-term funds had inflows of $14.3 billion in September; the fourth consecutive month of positive long-term inflows, according to data from Morningstar.

The latest data from the Aon Hewitt 401(k) Index for September indicates that asset movement slightly favored fixed income, despite the strength of equity markets during the month.

BrightScope announced the launch of BrightScope Beacon, a fund-focused analytics software product designed to help defined contribution investment-only firms better understand the distribution of their funds within 401(k)...

Stock and bond funds experienced net inflows of $19 billion in August, according to Financial Research Corporation (FRC).

Loomis, Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund (MARYX), featuring multi-asset class diversification designed to counter potential global inflationary environments, such as classic inflation, debtflation,...

Global investor confidence fell 4 points in September from August’s revised reading of 92 to 88 while in North America, confidence dropped 7.3 points to 87.9 from 95.2.

Morningstar has launched a new tool to help independent financial advisers create their own custom investment performance reports.  

An analysis from kasina finds that while asset management firms' operating and net margins vary wildly, overall industry margins have come down.

 Prudential Investments has launched IPS Scorecard, a tool that helps financial advisers and their plan sponsor clients assess whether their fund lineups meet the criteria in their investment...