Tag: Investment Managers

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

Goldman Sachs Asset Management predicts the world’s major economies will grind out another year of modest growth in 2016, even as central bank policies diverge.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

Approximately $200 million or more of the total of $400 million of expenses falling within certain categories being reviewed may have been incorrectly invoiced.

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

How ‘robo’ methods turned the investment strategy into a viable default for 401(k) plans. 

Nationwide beefs up investment solution builder program; Acuitas establishes new long/short equity option designed for retirement plans; LGIMA touts new liability-based funds for small and mid-sized pensions. 

BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

The demand for low fees will continue to cut into actively managed funds in portfolios.

It’s rarely a good move to trade on emotion, but it does make sense to revisit risk tolerance during times of volatility.

The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments.

A lawsuit filed by two participants in an Allianz retirement plan claims the company and its asset management partners, including PIMCO, misused employees’ 401(k) plan assets for their...

One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great...

New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.

Expanded equity analytics data service from Exchange Data International and new portfolio models from Pershing LLC.

A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...