Investment Product and Service Launches
Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions; and more.
Investment Product and Service Launches
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.
Global Assets Will Keep Growing, But So Will Fee Compression
To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.
Investment Product and Service Launches
Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.
Investment Product and Service Launches
Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund.
Investment Product and Service Launches
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
Investors Want Conclusive ESG Performance Information
Studies conflict over the long-term performance of environmental, social and governance (ESG) investing, and institutional investors say they want better track records.
There’s an Untapped Market for ESG Investing
More investors than research has shown are interested in environmental, social and governance (ESG) investing, but most don't speak out, and many need education to help them invest in what matters to them.
Benchmarking Ability Shouldn’t Hinder DC Plan Adoption of ESG Investments
There are obstacles to good comparisons for environmental, social and governance (ESG) investments, but in a white paper, Karen Kaufman-White, investment research associate at Strategic Benefit Services, indicates she believes that over time, more robust data will become available, facilitating enhanced reporting capabilities and standardization.
Factors Hindering Adoption of ESG Investments in DC Plans
According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.
Investment Product and Service Launches
BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.
Pentegra Announces 401(k) Offering With Only SRI, ESG Investments
Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.
Investment Product and Service Launches
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
Investment Product and Service Launches
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
What Would Encourage More ERISA Plans to Use ESG Investments?
When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
Plan Sponsors Must Remember Fiduciary Duties When Selecting ESG Investments
Although ESG ratings can be useful when used properly, they should not be the sole metric used to make investment decisions. A report gives examples.
Wealth Managers to Build Platforms for ESG Investing
This will drive broader growth in ESG, Cerulli Associates says.
Investment Product and Service Launches
First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.