Tag: Investment analytics

Barclays Capital has launched Barclays Capital Research for iPad, which provides the firm’s institutional clients with access to its research via iPad devices.

Dow Jones Indexes and UBS Investment Bank announced they are adding eight commodity subindexes to the Dow Jones-UBS Commodity Index family.

MSCI Inc. has launched three risk-based indices.

FundQuest, a provider of wealth management solutions and investment research, has introduced the ActivePassive Portfolio Console.

Stock and bond fund inflows were $31.9 billion, while equities posted net inflows of $17.7 billion, according to Financial Research Corporation (FRC) data. 

Bank of America Global Wealth & Investment Management (GWIM) president Sallie Krawcheck hosted a discussion on how the crises in Japan and the Middle East may affect investors...

Research firm Dorsey Wright & Associates has written a report, “Guggenheim Funds UIT Report;” the first Unit Investment Trust (UIT) resource of many Guggenheim and Dorsey Wright plan to...

A Franklin Templeton poll found half of respondents are planning to invest outside their home country this year, with 62% planning to do so over the next decade.

Morningstar released a report analyzing its annual Mutual Fund Stewardship Grade designation, which found the funds with the highest marks are most likely to survive in the long-run.

Average fees and expenses incurred by investors in long-term mutual funds declined in 2010, according to a recent study.

Women are increasingly making their own decisions about how to invest money, and are more likely to use advisers than men, according to Mintel, a market research firm. 

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A Franklin Templeton Investments survey found 71% of advisers believe the greatest investment opportunities over the next decade will be outside the U.S. 

Morningstar evaluated markets worldwide and found the U.S. and Singapore as the best for investors.

Despite uncertainty in the Middle East and North Africa, U.S. mutual fund net inflows in February gained $29 billion, according to Strategic Insight, an Asset International company.

Fourth quarter defined contribution (DC) participant transfer activity appeared to be driven by momentum market timing, according to the Callan DC Index.

MSCI Inc., a provider of investment decision support tools, hired Kurt Winkelmann as Managing Director and Head of Risk & Analytical Research.

Russell Investments announced the 2011 schedule for its annual index reconstitution process, which reflects the past year’s global shift in equity markets.

The expense ratios of seven Vanguard international index funds have declined since 2009.

PIMCO has hired Ravi Mattu as a Managing Director and Head of Analytics.