In its annual investment outlook, BofA Merrill Lynch Global Research projected above-consensus GDP growth and a bullish outlook for equities.
Tag: Investment analytics
Northern Trust will offer environmental emission analytics which it said will enable institutional investors and high-net-worth individuals to effectively measure the carbon footprint of their investments.
Looks like bonds are back—and in a big way.
For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous $330 billion, according to data from Strategic Insight (SI), an Asset International company.
Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.
Callan Associates has launched a set of target-date fund analytics for individual funds as well as fund families.
A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to bond offerings.
The combined assets of the nation’s mutual funds increased by $211.8 billion, or 2%, to $10.824 trillion in September, according to the Investment Company Institute (ICI).
BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk and performance of target-date funds.
J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.
Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.
Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.
J.P. Morgan Worldwide Securities Services (WSS) has developed an asset allocation and manager selection analysis tool that enables clients to plan and map the risk-return implications of their current and new portfolios.
Morningstar, Inc., has launched the latest version of Morningstar Direct, a Web-based platform that connects institutional investment professionals to Morningstar's universe of investment research and data.
T. Rowe Price now boasts an enhanced Web site for financial intermediaries.
Investors poured more than $54 billion into U.S. open-end mutual funds in August—the largest inflow since February 2007, according to Morningstar.
Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.
A new Morningstar analysis gave Vanguard Target Retirement target-date funds the highest possible rating for its “best practices and low fees.”
A federal judge in New York has rebuffed efforts by two credit rating agencies to seek constitutional free speech protection for their evaluations of securities instruments.
Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.