October 13th, 2009
Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.
September 29th, 2009
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
September 21st, 2009
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.
September 21st, 2009
T. Rowe Price now boasts an enhanced Web site for financial intermediaries.
September 15th, 2009
Investors poured more than $54 billion into U.S. open-end mutual funds
in August—the largest inflow since February 2007, according to
September 14th, 2009
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.
September 9th, 2009
A new Morningstar analysis gave Vanguard Target Retirement target-date
funds the highest possible rating for its “best practices and low fees.”
September 4th, 2009
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.
August 26th, 2009
Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.
July 15th, 2009
Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.
July 13th, 2009
National Financial announced it has integrated the wealth management capabilities of Thomson ONE into its Streetscape brokerage workstation.
July 6th, 2009
Morningstar, Inc.,added six new commodity categories, four new sector categories, and one broad commodity asset class to its proprietary classification system for mutual fund portfolios domiciled in the U.S.
June 22nd, 2009
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.
May 28th, 2009
Morningstar, Inc., said it will offer ratings and in-depth research reports for target-date fund series.
May 27th, 2009
JennisonDryden launched a Web site connecting investment analysts with attribution reports, commentaries, profiles, and fact sheets for the fund family.
May 14th, 2009
Russell Investments created five new global service lines: Consulting and Advisory Services, DB/DC Outsourcing, OpenWorld, Retail, and Russell Investment Services (RIS).
April 27th, 2009
Mercer announced the creation of global asset class research boutiques within its investment consulting business.
April 24th, 2009
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.
April 20th, 2009
State Street Corporation released its new State Street Investment Analytics Dashboard.
March 31st, 2009
eVestment Alliance, LLC partnered with Style Research to offer a global portfolio holdings-based style and risk analysis services.