Tag: Benchmarks

Portfolio Evaluations Inc. (PEI) launched a fiduciary protection program, PEI Shield, which aims to help retirement plan fiduciaries with evolving fiduciary regulations and requirements.

Vanguard announced new benchmark indices for 22 of its index funds.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.   

Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice, a survey found.

“We stand at a crossroads in the [retirement plan] industry,” said David Musto, chief executive at J.P. Morgan Retirement Plan Services.

Morningstar Inc. launched three Morningstar Ultimate Stock-Pickers Indexes.

 Allianz Global Investors Capital (AGIC) is offering investors managed volatility investment strategies designed to lower expected portfolio risk while achieving above-benchmark returns. 

 BNY Mellon introduced its Performance & Risk Analytics (P&RA) Mobile Dashboard application.   

Dow Jones Indexes and UBS Securities LLC launched the Dow Jones-UBS Commodity Index 2-4-6 Forward Blend.  

Dow Jones Indexes launched the Dow Jones RBP U.S. Small-Cap Index. 

CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.  

The Dow Jones Industrial Average (DJIA) is launching a regional version of the index, The Asia Dow.

S&P Indices and the Australian Securities Exchange (ASX) have launched a package of benchmarking tools for fixed interest investments in Australia.

The Aon Risk Maturity Index found a positive relationship between the maturity of an organization's risk management framework and its financial performance.

S&P Indices has launched the S&P Latin America Infrastructure Index.

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes.   

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.