Investment Product and Service Launches
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; Vanguard Personal Advisor Services introduces five-fund active equity...
Tag: Investment analytics
J.P. Morgan: Doing Well and Doing Good Are Compatible
Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no...
Investment Product and Service Launches
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire...
Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism
Neal Shikes agrees that ESG factors can be an important part of institutional investors’ methodologies, but he also says retirement...
Could This Be a DOL ESG Framework That’s Here to Stay?
In addition to the important practical takeaways of the DOL’s proposed rule on ESG investing and proxy voting, sources say...
Market Watchers Focus on Inflation
Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.
Trends
The Bond ‘Misclassification’ Debate
Accusations about overblown bond ratings, by Morningstar, still need to be proved, advisers say. But, if true, this could affect...
Passive Investing Has Performed Well, Even During COVID Crisis
In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the...
Morningstar to Launch Model Portfolio Star Ratings in Q4
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.
A Q&A With QMA’s David Blanchett
David Blanchett, QMA’s newest managing director and head of retirement research, talks about the evolving role of DC plans and...
A Managed Account Q&A With LeafHouse and iJoin
The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...
Investing Aggressively Doesn’t Match Saving Consistently
Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity...
Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
Upcoming Webinar: ESG and ERISA Plans
We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential...
Senators Talk GameStop, Meme Stocks, Payment for Order Flow and More
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order...