Tag: Investment Managers

ETFs have a long way to go before they overtake mutual funds in the DC space, but data from State Street Global Advisors suggested they could be on...

John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more.

Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.

Trustworthiness is a must-have ingredient for brand consideration in the defined contribution (DC) industry, according to a new analysis from Cogent Reports. 

The announcement impacts both IRAs and qualified plans. 

They also anticipate that as the election draws near, the markets will become more volatile.

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.

Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research.

 

Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...

A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. 

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

OCIO clients cite a lack depth of internal expertise to manage assets across a broad spectrum, especially as it pertains to alternatives exposure and global assets portfolios.

State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.

TIAA says voice recognition technology offers customers a “fast, easy and secure password alternative.”

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.