Tag: Investment Managers

Firms Partner on ETF Target-Date Fund Series

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

J.P. Morgan Releases New TDF Compass

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Envestnet Revamps Impact Investing Tool

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

GMO Says Focus on Wealth, Less on Risk

Sure it's good to achieve a “comfortable” retirement, but one investment manager says many retirement plan participants are struggling to achieve even basic levels of retirement income adequacy.

An Argument for 'To-Retirement' TDFs

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.