Tag: Investment Managers

Bond ladders can be built to perform well in a variety of interest rate environments.

This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...

The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the fundamentals—at the roles volatility and perception play in...

New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.

Board accountability, human capital and executive compensation emerge as key issues in new CFA Institute survey.

They point out that volatility is the price investors pay for potential returns.

Focus on DOL’s fiduciary rulemaking is understandable—but there are other major regulatory changes in the works that will directly impact retirement plans.

Cerulli says the advantages of hiring internal research analysts and investment officers are clear. 

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.

Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.

Brand trust is the leading driver of mutual fund purchase consideration, according to research from Cogent Reports.

The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.

The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over the next five years, predicts global analytics firm...

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

Sun Life Investment Management has agreed to purchase Prime Advisors.

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a class action lawsuit alleging the company breached fiduciary...

The firm has added a 2055 fund to its target-date fund series.

Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.

The AB Multi-Manager Select Retirement Funds, a new target-date series from AllianceBernstein, is co-managed with Morningstar Associates.