Tag: Investment Managers

Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.

Great-West Investments is a newly created organization within Great-West Financial.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

ESOP repurchase liability can be difficult to predict and measure, making a real headache for plan sponsors. 

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state. 

Reflecting the expanding global scope of its asset management business, TIAA is rebranding its investment organization as “TIAA Global Asset Management.”

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

Financial research firm DST kasina finds only a minority of asset managers are fully leveraging the data they collect about financial advisers and their clients.

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

A new report from Market Strategies International finds asset managers and investment service providers may be overestimating client understanding of many of the buzz-word concepts taken for granted...

Wells Fargo offers non-affiliated manager strategies for CITs, with no asset minimums.

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

New hires at Northern Trust Asset Management and Index Fund Advisors, and executives on the move at Findley Davies.

Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models.