Tag: Investment analytics

During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock mutual fund net inflows eclipsed $1 trillion, about half of which was garnered...

Strategic Insight (SI) said exchange-traded funds (ETFs) experienced roughly $7.7 billion of aggregate net inflows during the first quarter of 2010.

InvestorForce has announced the release later this quarter of its new investment manager data collection service, InvestorForce COLLECT.

Morningstar, Inc., has launched a complete upgrade of Morningstar Advisor Workstation, its research and investment planning software platform used by financial advisers.

Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.

Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).

U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds in February, according to Strategic Insight (SI), an Asset International Company.

Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure...

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long...

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...

In February, registered investment advisers’ (RIA) confidence in the economy and stock market was down 2% from January, according to Rydex|SGI AdvisorBenchmarking.

U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in assets, up from roughly $533 billion at the end of 2008, according to Morningstar Fund Flows and...

The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in the second half of the decade, according to a new report from Strategic Insight (SI),...

Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.