Tag: separately managed accounts

Deals & People

January 20th, 2023

Retirement Industry People Moves

T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...

Products

March 11th, 2021

Investment Product and Service Launches

Fidelity Investments expands lineup of SMAs; Unision Risk Advisors launches PEP; Retiree, Inc. creates first decumulation model portfolio; and more.

Products

October 1st, 2020

Investment Product and Service Launches

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and...

Products

November 21st, 2019

Investment Product and Service Launches

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement...

The Markets

August 22nd, 2018

Argument for Less SMA Use by DB Plan Sponsors

Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.

viewpoint

Proprietary Fund Usage

Highlights of BrightScope’s proprietary research

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife