How ‘Nimbler’ Investment Menus, Benchmarking Tackle Complexity
The chief product officer of Fiduciary Decisions shares his views about, among other trends, how investment fiduciaries are impacted by...
Tag: investment benchmarking
Fiduciary Decisions Launches DCIO Benchmarking Suite
The platform provides investment-menu, fund and target-date-fund analysis for defined contribution investment only teams, asset managers and retirement plan advisers.
Intel Urges SCOTUS to Use ‘Apples-to-Apples’ Benchmark in ERISA Case
The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.
Retirement Advocacy Groups File Amicus Brief in SCOTUS’ Intel Case
The brief—submitted by AARP, the Pension Rights Center, and Better Markets—backs employees suing Intel over the handling of their retirement...
Morningstar Acquires Stock Market Data Center for $375M
The purchase includes the CRSP Market Indexes—the benchmarks for more than $3 trillion in U.S. equities—and historical stock market data.
Crisil Acquires Analytics Provider McKinsey PriceMetrix
PriceMetrix’s proprietary database of the North American wealth management sector covers $8 trillion in assets under management.
Investment Product and Service Launches
WisdomTree builds ETF portfolios for fintech firms; SSGA adds new ESG ETF; and IM issues fee benchmarking solution.
Investment Products and Services Launches
Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.