Products November 18, 2010

IndexIQ Teams with Rocaton To Develop Alternatives

IndexIQ, a developer of index-based alternative investments, has partnered with institutional consultant Rocaton Investment Advisors.
Reported by

As part of the relationship, the members of Rocaton have made a minority investment in IndexIQ, according to an announcement.

In developing its suite of products, IndexIQ works closely with its Academic Board, which is led by Robert Whitelaw, Chairman of the Finance Department at NYU’s Stern School of Business and Chief Investment Strategist at IndexIQ, and also includes Donald Chance of LSU, Ludwig Chincarini of Pomona College, and Hany Shawky of the Center for Institutional Investment Management at the School of Business at the University of Albany, the announcement said.

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Products November 18, 2010

E*TRADE Improves Retirement Web Site

E*TRADE Securities LLC expanded its retirement planning center, centralizing access to the free educational resources, planning tools, and products, the company announced.
Reported by

A news release said the center’s interactive features include real-time online chat and the ability to “Click to Call Back” for no-hold-time phone support.

E*TRADE’s planning and investing tools allow customers to view, modify, and save their plans:

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  • Retirement Quick Plan provides a quick assessment of an individual’s or family’s retirement savings, as well as tips to help get on track if there’s a shortfall predicted in achieving retirement goals.
  • Online Advisor provides long-term investment solutions based on investor preferences, circumstances, and goals in four steps.
  • IRA tools help investors roll over or transfer their IRAs, and choose the no-minimum, no-annual-fee IRA that is right for them.

For individuals who prefer to work one-on-one with a professional, specially trained Chartered Retirement Planning Counselors are available to help customers create a retirement plan, allocate their assets, and consider their distribution options, the company said.

Working with an investment professional, customers also may choose from a range of professionally selected and rebalanced portfolios of ETFs or non-proprietary mutual funds offered as a fee-based service through E*TRADE Capital Management’s Managed Investment Portfolios, according to the announcement.

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