Tag: Investment Managers

Cerulli research highlights the ongoing push among institutional asset owners away from investments that include revenue sharing. 

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term...

For asset managers operating in an industry historically dependent on traditional active funds to buoy revenue and profits, the push towards index-linked investing can be worrying. 

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

Fidelity's digital investing platform competes with robo advice providers by adding human component.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

As investment adviser to the Checksmart 401(k) plan, Cetera Advisor Networks, has been accused of breaching fiduciary duties by only making available high cost funds to the plan.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability,...

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs. 

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index. 

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. 

Fidelity is launching three new low-cost index funds. 

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner.