Investment analytics Archives | Page 6 of 49

The Markets

April 19th, 2018

Institutional Investors Not Using Efficient Investment Vehicle Selection Process

A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.

Products

April 9th, 2018

Bond Manager Reflects on Industry Change, Increased Role of LDI

The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...

Data & Research

March 27th, 2018

Market Volatility Hasn’t Tempered Historically High DC Plan Optimism

The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...

Products

March 22nd, 2018

Investment Products and Services Launches

AlphaCore Launches Risk Factor Analytics Tool, and Franklin Resources Adds to Fixed Income Team.

Compliance

March 14th, 2018

DOL Fiduciary Rule Gets Another Successful Defense in Appeals Court

The appellee, Market Synergy Group, argued unsuccessfully that its representatives would never be able to make the Best Interest Contract Exemption, a key mechanism underlying the new DOL...

Products

March 13th, 2018

Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act

Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they...

Products

March 8th, 2018

Investment Products and Services Launches

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.

Data & Research

March 8th, 2018

BlackRock DC Pulse Survey Data Points of Interest

The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...

Products

March 6th, 2018

Advisor Group Launches Retirement Plan Central Platform With Envestnet

The new comprehensive practice management platform for 401(k) advisers is powered by Envestnet Retirement Solutions' Practice Advantage solution.

Data & Research

March 5th, 2018

DC Plans Slowly Close Pension Performance Advantage

According to data from CEM Benchmarking, defined benefit pensions have outperformed defined contribution plans by less than half a percentage point over the last decade—described as a “huge...

The Markets

March 2nd, 2018

A Passionate Defense of ESG Investing from Connecticut Treasurer

While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be...

Client Service

February 28th, 2018

Social Security Optimization Can Extend Retirement Portfolios by a Decade

In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking...

The Markets

February 22nd, 2018

Institutional ESG Investing Can Bring Tough Reporting Questions

Highlights from a new Natixis survey suggest reporting challenges continue to rank as top hurdle for institutions implementing ESG programs; this includes the concern that public companies may...

Products

February 20th, 2018

Fee, Share Class Shifts at Schwab and Putnam Reflect Vigorous DCIO Competition

Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive...

The Markets

February 15th, 2018

P-Solve Report Questions Some Common TDF Manager Practices

“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,”...

Data & Research

February 14th, 2018

Robo-Adviser Tech Enthusiasts Report Less Provider Trust

While they are less trusting of their advisers and providers, clients who identify as “online enthusiasts” have increased the amount of market risk they are taking.

Products

February 8th, 2018

Investment Products and Services Launches

Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.

The Markets

February 7th, 2018

Strategic Perspective Is a Key Commodity During Bouts of Volatility

As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...

View Points

February 6th, 2018

Three Things Bond Fund Managers Say That Set Off Our Alarms

"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...

Products

February 2nd, 2018

Endowment Index Shifts With Evolving Markets

The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.

Tag: Investment analytics