Tag: Performance

Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...

At the end of 2010, exchange-traded funds (ETFs) reached 25% of retail fund assets in wrap programs at national broker/dealers (B/Ds), up from 22% at the end of...

BNY Mellon institutional clients will be given access to Private iQ, a private capital benchmarking service, developed by the Burgiss Group.

During the month of February, local funds in Asia garnered $7 billion in long-term flows, according to Strategic Insight, an Asset International company.

Approximately 70% of institutional investment managers believe that the risk of inflation will increase over the next six months, according to a Northern Trust survey.

FundQuest, a provider of wealth management solutions and investment research, has introduced the ActivePassive Portfolio Console.

A Franklin Templeton poll found half of respondents are planning to invest outside their home country this year, with 62% planning to do so over the next decade.

According to Cogent Research, institutional investors are more concerned about an asset manager's stability than its performance record.

Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations

National Advisors Trust's assets have gone from a low of $3.7 billion in March 2009, to $7.2 billion in March 2011. 

Charles Schwab's latest independent investment adviser survey found 56% of advisers classify themselves as “bulls,” while only 10% see themselves as “bears.” 

TIGER 21, a network for high-net-worth investors, conducted a survey of members that found although allocation to some categories has been restored to pre-downturn levels, certain shifts in...

Charles Schwab introduced theStreetSmart Edge program for active traders, which was built to “think like a trader,” and offer a more intuitive experience.  

Investors are more bullish towards global equities than at any time in the past decade, according to the Bank of America (BofA) Merrill Lynch Survey of Fund Managers...

Russell Investments announced the launch of the Russell Stability Indexes.

No matter which team wins Sunday, if you’re a stock market fan, it should be a “win-win.”   

The Dow Jones industrial average closed above 12,000 yesterday, the first time it has closed that high since June 19, 2008.

Sixty-two percent of investors changed their approach to investing in the aftermath of the 2008-2009 economic recession, according to a TD Ameritrade survey.

At the start of 2011, Joseph Mattei joined Portfolio Evaluations Inc. (PEI) as a Senior Consultant.

Mesirow Financial is introducing its POLICE Report, which actively monitors and evaluates investments based on quantitative and qualitative criteria.