Tag: Investment Managers

Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure. 

MassMutual Appoints 5 Managing Directors in Retirement Services; OneAmerica Appoints Head of Guaranteed Income Products; Fiduciary Vest Names New Partner; and more.

New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position 

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

Federal data collection efforts to date have captured little information on retirement accounts holding unconventional assets—such as real estate, precious metals, private equity, and virtual currency. 

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.

The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. 

T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.

New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.