Tag: Investment Managers

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

DuPont Capital Management hired William Smith, Jr., as principal, business development, and Paul Leahy as head of relationship management.

Charles Schwab launched an automated investment advisory service, Schwab Intelligent Portfolios, aimed at simplifying client portfolio maintenance.

Emerging affluent investors are projected to attain, and potentially exceed, millionaire status, presenting opportunity for advisers.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

Advice has taken on new dimensions in the retirement space, according to Cerulli Associates, and is often implemented automatically and without requiring input from the recipient.

Independent advisory firm RMR Wealth Builders appointed Stuart Simchowitz to develop the firm's 401(k) and retirement plans business.

Trust, transparency and time are essential ingredients of the successful OCIO relationship, says Towers Watson in its annual Global Investment Matters publication.

The London Stock Exchange Group says it intends to sell the investment management portion of Russell Investments, while keeping Russell’s lucrative indexing business.

Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.

A PIMCO Total Return Fund investor lawsuit calls into question compensation paid to former co-chief investment officers and co-chief executive officers Mohamed El-Erian and Bill Gross.