Tag: Investment analytics

In May, the FTSE NAREIT All Equity REITs Index was up 1.00% and the FTSE NAREIT All REITs Index was up 0.84%, while the S&P 500 fell 1.13%.

Fiserv, Inc. will be integrating Morningstar analytics and data into its front-office Financial Advice Solutions, providing advisers retirement income modeling, and financial planning.

No Load share classes, particularly those without 12b-1 fees, have grown to become the single most important share class in mutual fund sales through intermediaries, according to recent...

Peter Rappoport has been appointed Global Head of the Strategic Investment Advisory Group (SIAG) at J.P. Morgan Asset Management.

Since the financial crisis, institutional asset holders are selecting fewer strategic partners and even fewer products, according to Strategic Insight, an Asset International company.

Investment Metrics’ (IM) analysis of approximately 6,200 institutional separate account composites and commingled fund products finds the U.S. Small Cap category topped the performance chart in Q1 2011.

RBC Dexia Investor Services has launched Investment Analytics - Interactive, a Web-based portfolio analysis tool.

Russell Investments launched an index family that reflects six investment disciplines in the U.S. large cap equity class.

S&P Indices announced the launch of the S&P 500 Oil Hedged Index.

FTSE and Experts in Responsible Investment Solutions (EIRIS) announced the launch of the FTSE4Good ESG Ratings.

At the end of 2010, exchange-traded funds (ETFs) reached 25% of retail fund assets in wrap programs at national broker/dealers (B/Ds), up from 22% at the end of...

Index provider Dow Jones Indexes announced the development of a new index family.

Plans in the Northern Trust Universe advanced 3.6% at the median in the first quarter of 2011.

Dow Jones Indexes announced the addition of four new indexes to its family of Dow Jones RBP Indexes.

S&P Indices is launching two indexes designed to provide market participants with unique measuring tools for specific stock characteristics within the S&P 500.

Putnam Investments is launching FundVisualizer, a tool for researching mutual fund data, designed to be "visually compelling."

During the month of February, local funds in Asia garnered $7 billion in long-term flows, according to Strategic Insight, an Asset International company.

Pershing LLC, a BNY Mellon company, has formed a strategic alliance with Roubini Global Economics, an independent, global economic research firm.

Approximately 70% of institutional investment managers believe that the risk of inflation will increase over the next six months, according to a Northern Trust survey.

Ongoing portfolio globalization and the increasing role of “alternative” investments - hedge funds, private equity and real estate - are expected to reshape institutional investment in North America.