State Street Unveils Beefed-Up Dashboard Product
State Street Corporation released its new State Street Investment Analytics Dashboard.
Tag: Investment analytics
eVestment Offers Holdings-Based Style and Risk Analysis
eVestment Alliance, LLC partnered with Style Research to offer a global portfolio holdings-based style and risk analysis services.
Morningstar Launches Tool for Analyzing Fund Flows
Morningstar, Inc., has launched Fund Flows, a tool for monitoring current fund asset flow and market share data, in Morningstar Direct, the company's research platform for institutions.
FundQuest Unveils Fund Fact Sheet Generator for Advisers
FundQuest has launched a new system allowing advisers to automatically create fact sheets for clients.
Morningstar Extends Star System to Europe, Asia
Morningstar, Inc., has announced plans to provide what it calls "investor-centric, analyst-driven qualitative research and ratings" for European and Asian funds.
T. Rowe Launches Fund Data Portal for Advisers
T. Rowe price unveiled a Web resource for advisers, featuring customizable and downloadable data to the firm's mutual funds.
Fidelity Site Launches Stock Research Tools for Investors
Fidelity Investments today announced the launch of three free capabilities to its stock research platform to help investors generate ideas and make more informed investment decisions, the company...
Performance Attribution Analysis Added to Morningstar Direct
Morningstar, Inc. has launched its latest version of Morningstar Direct, a Web-based research platform that connects institutional investment professionals to Morningstar's investment research and data.
Albridge To Provide Reporting Statements for Enterprise Advisers
Albridge Solutions, a PNC Global Investment Servicing company, and Enterprise Financial Services Corp are teaming up to provide financial advisers consolidated statements and wealth reporting capabilities, the companies...
Morningstar Picks Fund Managers of the Year
Morningstar said its 2008 fund manager winners demonstrate proven strategies by experienced teams, rather than “trend-chasing.″
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Success Full
As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.
practice management
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented
QDIA Essentials
Choosing among target-date funds, balanced funds, and managed accounts