Tag: Investment Managers

J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.

Mutual of Omaha Retirement Services is now offering 401(k) Admin Advantage, an Employee Retirement Income Security Act (ERISA) 3(16) administration service.

Defined contribution plan sponsors tend to offer far more investment fund options than the number actually used by the average participant, according to new research from SEI.

Global asset manager Russell Investments announced the annual realignment of its global equity indexes to reflect market changes from the past year.

Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.

The effort to de-risk defined benefit (DB) pension plans is an immensely complex task that presents no shortage of challenges or opportunities to retirement plan sponsors and consultants.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

New research from a coalition of retirement industry groups suggests financial advisers are moving away from the use and recommendation of annuities, despite industry buzz around income products.

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

The strong growth of passive investment products shows little sign of slowing over the short term and could signal an important secular trend, according to new research from...

Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates.