Tag: Investment analytics
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.
In a background of lingering uncertainty for investors, many mutual fund managers have continued to attract significant inflows to their stock and bond funds in 2009.
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.
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.
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.
In its annual investment outlook, BofA Merrill Lynch Global Research projected above-consensus GDP growth and a bullish outlook for equities.
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.