Tag: Investment analytics

Fund Flows Pick Up Steam in Q110

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...

ETFs Pull in Nearly $8B in Q110

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

The Best IPS

The nuts and bolts of investment policy statements

Investors Don’t Flock to Stocks

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...

ETFs Continue Growth in 2009

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...
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Tracking Records

This issue we focus on performance: adviser performance, investment performance, and plan performance.
investment-oriented

Who Needs an Adviser?

Picking the best solutions—even the best automatic solutions—still requires expertise
getting your money's worth

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market