Tag: Investment Managers

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.

Both defined benefit (DB) and defined contribution (DC) plans can benefit from outsourcing chief investment officer functions, says Debra Woida, delegated investment services head at Towers Watson.

The 401(k) market’s annual growth rate is holding at 9% and could push total assets beyond $4.2 trillion next year, a report from Ignites Retirement Research shows.

The new fund seeks long-term capital growth by investing in foreign and U.S. companies within the industrials sector.

Raymond James announced Jim Bunn will become co-head of the firm’s investment banking practice starting January 1, 2014.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

Wilton, Connecticut-based Commonfund announced three new appointments to support and contribute to the expansion of its Multi-Asset Program for mid-sized nonprofit clients.

Beyond the company website, an asset manager’s digital presence is critical, and three in five advisers judge asset managers by their Internet activity.

Small-cap growth funds represent a potentially effective way for those with retirement saving shortfalls and concerns about improving portfolio growth to provide additional stock and sector diversification while...

Investment management firm Neuberger Berman Group LLC introduced its latest Emerging Markets Income Fund, which will trade under the tickers NERAZ, NERCX, and NERIX.