Tag: Investment Managers

Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.

A federal bankruptcy judge has affirmed the denial of recovery claims from retirement plan participants who indirectly invested in the now-infamous Bernie Madoff Ponzi scheme.

Fiduciary Management Associates (FMA) has added two senior investment professionals, John Nelson and Xiaoling Wang, to its investment research and analysis staff.

The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...

Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies as a lasting trend.

A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment manager performance.

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

A new target-date fund series will be co-managed by Morningstar Associates and AllianceBernstein, and boasts a diverse cast of managers, including Franklin Templeton and PIMCO.

While much time is spent selecting investment managers, not nearly enough time is spent in establishing a processing for terminating such managers, says a recent paper from the...

Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

Interest in specific investment outcomes is likely to drive continued institutional exchange-traded fund (ETF) adoption, according to Cerulli Associates.

American Century Emerging Markets Debt, American Century Strategic Income and American Century Short Duration Strategic Income were rolled out by American Century Investments.

Retirement plan sponsors may want to offer so-called responsible investment options in their plans, but may have some concerns.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Prudential Retirement has promoted Gary Ward to head the firm’s stable value organization.

Nationwide Retirement Solutions has released the Nationwide Diverse Managers Fund.

Natixis Global Asset Management announced plans to fund a research project focused on investor behavior and personal financial benchmarking, based at the Massachusetts Institute of Technology (MIT).

A pension plan transaction recently announced by British Telecom, offers a glimpse of a coming pension risk transfer option for U.S. defined benefit plan sponsors.