Tag: Investment analytics

During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax...

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal...

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing...

More than 82% of those from the Millennial generation, defined here as those born between 1977 and 1993, are now invested in a diversified portfolio.

In total, 1.45% of total plan balances were traded during the year, down from 2.13% in 2016, as participants chased performance within their own portfolios. 

The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.

While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains...

“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare...

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

Reporting from Insight Investment shows more than half of institutional asset owners surveyed are anticipating expanding the number of investment managers they work with.

A new Corporate Insight report offers a brief history of the development of financial services technology security measures introduced since 1996—delivering for retirement plan fiduciaries important contextual information...

A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

This year's survey from Transamerica of higher education plan sponsors shows a decline of 403(b) plans offered, and a dramatic swing in the popularity of 401(k) plans. 

Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance. 

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...