Tag: Investment Managers

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter, managing director of Strategic Investment Group.

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Nearly 70% of institutional assets were invested through consultant-intermediated channels in 2013, according to Cerulli Associates.

Jeff Passmore has joined investment manager Barrow, Hanley Mewhinney & Strauss LLC to focus on liability-driven investing solutions.

Client pressure to cut costs is leading advisers working with defined contribution (DC) retirement plans to significantly change fund lineup recommendations in favor of passive investment options.

Hartford Funds appointed Bill Dougherty as channel leader for its defined contribution investment only (DCIO) business, while introducing retirement-specific share classes for 12 mutual funds.

Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.

Investment Manager MacKay Shields LLC is expanding into the U.S. retirement market by delivering new investment opportunities for qualified defined contribution retirement plan sponsors.

Consultants and financial advisers face strong opportunity in developing sophisticated investment strategies for their institutional clients, according to new research from Cerulli Associates.

Confidence has returned among institutional investors worldwide, according to a survey by Pyramis Global Advisors.

The recent evolution of target-date funds (TDFs), like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.

Does choosing only low-cost, passive investments for retirement plan fund menus optimize the outcomes for participants?

Janus Capital Group Inc. has agreed to acquire VS Holdings Inc., the parent company of institutionally-focused exchange-traded fund (ETF) provider VelocityShares LLC.

Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.

Plan sponsors should not be upset by outflows from the Total Return Fund and the abrupt departure of Bill Gross, PIMCO’s lead portfolio manager, sources say.

Chris Simmons, Kamila Kowalke and Robert Stapleton have joined the U.S. team of BMO Global Asset Management.

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.