Tag: Investment analytics

ETFs See Healthy Asset Gain

Last year was kind to the exchange-traded-funds (ETFs) market, with a whopping 45% jump in assets over the year to $775.8 billion as of December 31, according to the latest data from State Street Global Investors.

Many Happy Returns?

Major U.S. stock indexes ended what turned out to be a good year on a sour note—albeit on very light trading volume.

SI: ‘Resilient’ Fund Flows Set Stage for 2010

On the heels of a financial crisis that shook both the financial services industry and investors worldwide, a new report catalogs a surge in mutual fund flows—and a sense that 2010 could be even better, at least in some categories.

Bond Fund Rush Could be Slowing

While November’s mutual fund inflow to fixed income still added up to $33 billion, that was down from the $40 billion pumped into bond funds for each of the three months leading up to November, according to Morningstar.

Taxable Bond ETFs Still King of the Hill

Another strong November showing has allowed taxable bond ETFs to walk off with “most popular” honors, with $32.1 billion in net year-to-date inflows, according to Morningstar.

Bond Funds Continue Pull on Assets

Flows into bond funds in November, although somewhat off from the blistering pace of the prior three months, were very robust at $38 billion, according to Strategic Insight (SI), an Asset International company.

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.