Tag: Investment Managers

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

Folio Institutional’s API Service makes it easier for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading.

Reporting from Insight Investment shows more than half of institutional asset owners surveyed are anticipating expanding the number of investment managers they work with.

A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.

Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement...

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

OCIOs are gaining momentum with health and hospital systems, defined contribution (DC) plans, public defined benefits (DB) plans, family offices, and sovereign wealth funds, as institutions face myriad...

Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.

New research follows previous Cerulli analyses showing home-office discretion over advisory clients' investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures.

Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.  

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. 

ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more. 

SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.

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...

Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.

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.

Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.