Tag: Investment Managers

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

A new report from Market Strategies International finds asset managers and investment service providers may be overestimating client understanding of many of the buzz-word concepts taken for granted...

Wells Fargo offers non-affiliated manager strategies for CITs, with no asset minimums.

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

New hires at Northern Trust Asset Management and Index Fund Advisors, and executives on the move at Findley Davies.

Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...

Findings from a Northern Trust survey show corporate earnings and U.S. economic growth are among the top concerns of global asset managers—but even with emerging volatility managers are...

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

Pacific Funds has added six new U.S. equity funds to its family of mutual funds.

Retirement plans across the U.S. argued they were misled about the riskiness of funds exposed to the firm’s much-maligned “London Whale” trading losses in 2012. 

The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism.

More than 75% of asset managers expect to see an increase in RFPs, RFIs, and due diligence questionnaires in the next 12 months, according to Cerulli Associates.