Products March 31, 2009

eVestment Offers Holdings-Based Style and Risk Analysis

eVestment Alliance, LLC partnered with Style Research to offer a global portfolio holdings-based style and risk analysis services.
Reported by

The information will be delivered through eVestment’s fully Web-based eASE Analytics, its investment database and analytics system in North America that has launched globally, according to a press release. eASE Analytics is used to research, compare, evaluate, and monitor investment management firms and products.

eASE Analytics users can now access holdings-based capabilities for portfolio evaluation, communication, and peer comparisons across eVestment’s database.

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

In working with Style Research, eVestment provides objective and intuitive holdings-based style analysis, which it says offers more depth and relevance than returns-based style analysis alone. The firm also provides risk and structural insights for any domestic or international equity portfolio.

More information is available at www.eVestment.com.

 

Products March 31, 2009

Hartford Announces Small, Mid-Sized 401(k) Plan

The Hartford Financial Services Group has unveiled an enhanced 401(k) aimed at the small- and medium-sized market segments and plans with up to $10 million in assets.
Reported by

A Hartford news release said its Aviator 401(k) program combines two existing products. The company said the new offering includes:

  • streamlined pricing with automatic fee reductions, which are sensitive to the growth of assets within a 401(k) plan;
  • free independent investment co-fiduciary service. Fiduciary Assure features a contractual investment selection and monitoring service from an independent third party, the announcement said;
  • expanded investment lineup with seven new fund families and no proprietary fund requirements;
  • six new target-date funds from The Hartford Mutual Fund Family available in five-year increments for a total of nine (see “The Hartford Expands Target-Date Series’);
  • an asset allocation program;
  • Morningstar’s Retirement Manager, which offers an advice and guidance module;
  • a self-directed brokerage account option;
  • automatic enrollment with multiple qualified default investment alternative options and an automatic deferral increase feature.

«