Tag: Investment analytics

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.

Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.

J.P. Morgan Worldwide Securities Services (WSS) has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their...

Morningstar, Inc., has launched the latest version of Morningstar Direct, a Web-based platform that connects institutional investment professionals to Morningstar's universe of investment research and data.

T. Rowe Price now boasts an enhanced Web site for financial intermediaries.

Investors poured more than $54 billion into U.S. open-end mutual funds in August—the largest inflow since February 2007, according to Morningstar.

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

A new Morningstar analysis gave Vanguard Target Retirement target-date funds the highest possible rating for its “best practices and low fees.”

A federal judge in New York has rebuffed efforts by two credit rating agencies to seek constitutional free speech protection for their evaluations of securities instruments.

Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.

Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.

National Financial announced it has integrated the wealth management capabilities of Thomson ONE into its Streetscape brokerage workstation.

Morningstar, Inc.,added six new commodity categories, four new sector categories, and one broad commodity asset class to its proprietary classification system for mutual fund portfolios domiciled in the...

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...

Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.

JennisonDryden launched a Web site connecting investment analysts with attribution reports, commentaries, profiles, and fact sheets for the fund family.

Russell Investments created five new global service lines: Consulting and Advisory Services, DB/DC Outsourcing, OpenWorld, Retail, and Russell Investment Services (RIS).

Mercer announced the creation of global asset class research boutiques within its investment consulting business.

Standard&Poor's Equity Research Services released MarketScope 3.0 (MSA), a platform that provides financial advisers with investment intelligence and tools about multiple asset classes.