UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the oversight of sub-advised target-date funds.
Tag: Investment analytics
Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.
JennisonDryden launched a Web site connecting investment analysts with attribution reports, commentaries, profiles, and fact sheets for the fund family.
Russell Investments created five new global service lines: Consulting and Advisory Services, DB/DC Outsourcing, OpenWorld, Retail, and Russell Investment Services (RIS).
Mercer announced the creation of global asset class research boutiques within its investment consulting business.
Standard&Poor's Equity Research Services released MarketScope 3.0 (MSA), a platform that provides financial advisers with investment intelligence and tools about multiple asset classes.
State Street Corporation released its new State Street Investment Analytics Dashboard.
eVestment Alliance, LLC partnered with Style Research to offer a global portfolio holdings-based style and risk analysis services.
Morningstar, Inc., has launched Fund Flows, a tool for monitoring current fund asset flow and market share data, in Morningstar Direct, the company's research platform for institutions.
FundQuest has launched a new system allowing advisers to automatically create fact sheets for clients.
Morningstar, Inc., has announced plans to provide what it calls "investor-centric, analyst-driven qualitative research and ratings" for European and Asian funds.
T. Rowe price unveiled a Web resource for advisers, featuring customizable and downloadable data to the firm's mutual funds.
Fidelity Investments today announced the launch of three free capabilities to its stock research platform to help investors generate ideas and make more informed investment decisions, the company said.
Morningstar, Inc. has launched its latest version of Morningstar Direct, a Web-based research platform that connects institutional investment professionals to Morningstar's investment research and data.
Albridge Solutions, a PNC Global Investment Servicing company, and Enterprise Financial Services Corp are teaming up to provide financial advisers consolidated statements and wealth reporting capabilities, the companies said.
Morningstar said its 2008 fund manager winners demonstrate proven strategies by experienced teams, rather than “trend-chasing.″