Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).
Tag: Investment analytics
U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds in February, according to Strategic Insight (SI), an Asset International Company.
Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure to risky assets.
RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long time periods.
Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to their equity positions during the subsequent rebound, according to research by Vanguard.
In February, registered investment advisers’ (RIA) confidence in the economy and stock market was down 2% from January, according to Rydex|SGI AdvisorBenchmarking.
U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in assets, up from roughly $533 billion at the end of 2008, according to Morningstar Fund Flows and Investment Trends.
The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in the second half of the decade, according to a new report from Strategic Insight (SI), an Asset International company.
Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.
Blue Prairie Group is launching its proprietary Fiduciary-based Investment Consulting report.
Following strong inflows in 2009, U.S. exchange-traded-fund (ETF) flows dipped into the red to kick off 2010, with $16.7 billion in net outflows in January, according to estimates from Morningstar, Inc.
Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.
U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight (SI), an Asset International company.
DB Climate Change Advisors (DBCCA), a business of Deutsche Bank’ Asset Management division, and The NASDAQ OMX Group, Inc., have introduced the DB NASDAQ OMX Clean Tech Index (DBCC).
A new study found turnover rate in some actively managed equity funds can be as high as 200% more than that claimed by the manager.
Bond funds saw inflows of $29 billion in December, according to Strategic Insight (SI), an Asset International company.
Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
Exchange-traded-fund (ETF) assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors January 2010 ETF Snapshot.
Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.
ETF net inflows surpassed $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, according to a new report.