ETF Usage Depends on Fund Selection
Adviser adoption levels of exchange-traded funds (ETFs) are guideposts to their fund evaluation and selection processes, a survey found.
Tag: Investment Managers
Putnam Launches DCIO Website
Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.
MATC Adds Money Managers to 401(k) Platform
Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.
Effective Oversight of RFP Groups
Requests for Proposals (RFPs) are more than a calling card—they are an investment manager’s resume.
Settlement Resolves DOL’s Madoff Suit
A $220 million settlement agreement resolves a lawsuit brought by the Department of Labor against four investment management firms.
Asset Managers Eye Portfolio Specialists
Hiring portfolio specialists is a growing trend within the asset management industry.
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Group Think
About six months after my first daughter was born, I quite literally bumped into a mother with two preschoolers in tow in our parking garage.
BlackRock Co-Founder to Retire as Vice Chair
Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.
Neuberger Berman Rolls Out Mutual with Hedge Fund Strategies
Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.
Putnam Plans Addition of R Share Classes
Putnam Investments plans to offer two new share classes to qualified retirement plans.
Fifth Third Sells Money Market Funds and Other Assets
Federated Investors, Inc. and Fifth Third Bank reached an agreement under which Federated will acquire certain assets relating to the management of Fifth Third money market funds.
Putnam Grows Adviser-Focused Sales Team
Putnam Investments has added three to its adviser-focused defined contribution sales team, and says more hires are to come.
Allianz Introduces Managed Volatility Strategies
Allianz Global Investors Capital (AGIC) is offering investors managed volatility investment strategies designed to lower expected portfolio risk while achieving above-benchmark returns.
Investment Managers Plan to Stay the Course in 2012
Seventy percent of investment managers expect a similar level of volatility as in 2011 to continue through 2012.
300 North Capital Names Institutional Sales Leaders
300 North Capital, LLC named Brown Windle and Christopher Vassilopoulos as senior vice presidents for Institutional Sales.
Smaller Asset Managers Attracting Advisers with Specializations in Alternatives
Advisers’ interest in alternative investments is on the rise, and smaller, boutique asset managers may meet the criteria advisers want more than larger, “brand name” firms.
Firm Offers Investment Management Solution for Smaller Employers
Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment management solution.
Goldman Sachs’ Co-Head of Asset Management to Retire
Goldman Sachs’ co-head of asset management, Edward C. Forst, has announced his plans for retirement.