Tag: Investment Managers

An innovator in the offering of exchange-traded funds (ETFs) in 401(k)s is selling its intellectual property.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

Plan participants are seeking a financially secure retirement, with more than one-third (34%) seeing the generation of guaranteed monthly income as the main goal of their retirement plan.

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

Nuance Investments, a classic value investment firm, has launched the Nuance Mid Cap Value Fund.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Henderson Global Investors launched the Henderson Unconstrained Bond Fund, a mutual fund that provides investors with a dynamic approach to fixed-income investing.

Fidelity Investments launched the Fidelity Advisor Event Driven Opportunities Fund for financial advisers and defined contribution plan sponsors as an investment-only option.

Investment analytics firm ClearVest opened its unified investment management platform to investors and financial advisers seeking access to alternative investments.

Actively and passively managed funds can complement each other and allow investors to fill portfolios with the best investment opportunities, both within and across markets.

Asset management firm MFS launched two mutual funds designed to provide equity exposure with less overall volatility.