Tag: Investment analytics

Castle Rock Innovations, LLC has contracted with Morningstar, Inc. for data to power its flagship AXIS Retirement Plan Analytic Platform.

While there are a number of strategies for combating asset-value erosion from inflation, each has strengths and weaknesses, outlined in a recent report from Segal Advisors.

Nationwide Financial has chosen DST Global Solutions’ investment analytics solution, Anova, to strengthen its managed account performance measurement and reporting capabilities.

Jeffrey Bronchick, CFA, has opened a value-oriented equity investment firm, Cove Street Capital. 

Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.

UBS Global Asset Management has hired Louis Finney as Executive Director and Senior Strategist, Global Investment Solutions. 

U.S. REITs continued to outperform the broader equity market in the second quarter and the first half of 2011, according to the National Association of Real Estate Investment...

Wesley S. Chan will join Acadian Asset Management LLC as Director of Research Operations.

Stock markets in Asia are getting much less liquidity from mutual fund allocations compared to last year, according to global research firm Strategic Insight, an Asset International company.

Institutional investors should review information that goes beyond the typical scorecard when measuring the success of a portfolio or switching asset managers, according to a study from Mellon...

The latest Investment Management Outlook (IMO) survey from Russell Investments finds manager optimism regarding U.S. equities and bonds fell across the board.

A panel at the PLANSPONSOR National Conference discussed best practices for building a better retirement plan investment menu.

MSCI has launched a new platform to provide asset managers with a suite of tools to better manage environmental, social, and governance (ESG) investments.

U.S. institutions made two notable changes to their domestic equity trading practices last year, according to Greenwich Associates.

Global index provider Dow Jones Indexes announced that it has sold its 50% interest in Industry Classification Benchmark (ICB). 

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its indexes are reconstituted on June...

Morningstar, Inc. announced plans for a global fund ratings system and a uniform approach for global fund research reports.

The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.

The Callan DC Index started the year strongly, advancing 4.3% in the first quarter, bolstering the annual return since inception, which now stands at 3.8%.