Tag: Investment Managers

Northern Trust Alternatives Group has been spun off into a separate investment boutique.

A California state appellate court found allegations sufficiently supported an investment manager’s claim that it had entered into an oral agreement with CalPERS to run a $100 million...

BlackRock Advisors has settled allegations from the Securities and Exchange Commission (SEC) that it breached its fiduciary duty to certain clients "by failing to disclose a conflict of...

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.

Rebranded as Verus Advisory Inc. and Verus Investors LLC, the former Wurts & Associates is looking to double down on its investment research and consulting services.

Four new asset managers have made it to the plan sponsors’ top 10 list.

Columbia Management has joined forces with its U.K.-based affiliate Threadneedle Investments to launch Columbia Threadneedle Investments.

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

DuPont Capital Management hired William Smith, Jr., as principal, business development, and Paul Leahy as head of relationship management.

Charles Schwab launched an automated investment advisory service, Schwab Intelligent Portfolios, aimed at simplifying client portfolio maintenance.

Emerging affluent investors are projected to attain, and potentially exceed, millionaire status, presenting opportunity for advisers.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

Advice has taken on new dimensions in the retirement space, according to Cerulli Associates, and is often implemented automatically and without requiring input from the recipient.

Independent advisory firm RMR Wealth Builders appointed Stuart Simchowitz to develop the firm's 401(k) and retirement plans business.