Tag: Investment analytics

KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more. 

LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. 

In collaboration with Mesirow Financial Investment Management, Inc., OneAmerica announced the debut of 3(38) Flex.

More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by...

Investors are not good at predicting market corrections big or small—but that doesn’t mean they can’t take concerted action to prepare for tougher times. 

The latest U.S. monthly product trends report from Cerulli Associates compares the approaches to client service and practice leadership adopted by men versus women advisers.

“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates. 

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a...

PMC Providing Long/Short Equity Strategies; Vanguard Establishes Total Corporate Bond ETF; and Swell Investing Launches Impact IRA.

A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.

Intermediary-sold fund distribution data from Strategic Insight shows taxable bond strategies led mutual fund demand during the second quarter of 2017. 

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to...

Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...

Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”

A trio of experts from Manning and Napier examine the “new era of DC plan menu design,” arguing encouraging developments are on the horizon.

Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing...

ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. 

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.