Tag: Investment analytics

Investment Products and Services Launches

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

Growth in TDF Market Underscores Proprietary Product Debate

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to access best-in-class strategies, Cerulli reports.

Investment Products and Services Launches

KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more. 

Will TDF Series Based on ETFs Become the Norm?

More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by the new TargetFit product launch.

A Decade After PPA and the QDIA Debate Continues

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path.