Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.
Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions; and more.
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.
To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.
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.
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.
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
Studies conflict over the long-term performance of environmental, social and governance (ESG) investing, and institutional investors say they want better track records.
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.
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.
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.
BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.
Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.
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.
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
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.
This will drive broader growth in ESG, Cerulli Associates says.