Tag: Investment analytics

Northern Trust Rolls Out Carbon Footprint Data

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.

Investors Choose International over Domestic Equities

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.

Equity Outflows Go to Fixed Income

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.

Investors Shun U.S. Stocks in September

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).

Firms Unveil Target-Date Fund Index

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.

S&P Outlines Index Changes

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.

J.P. Morgan Launches Portfolio Construction Tool

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.

S&P Beefs up Adviser Target-Fund Research

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.