Investment Product and Service Launches
Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.
Investment Product and Service Launches
AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor trustee for CIT business.
Investment Product and Service Launches
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.
Investment Product and Service Launches
Dimensional announces plans to offer four sustainability ETFs, and more recordkeepers join LeafHouse–iJoin managed account program.
Investment Product and Service Launches
New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.
Investment Product and Service Launches
Annexus Retirement Solutions launches target-date funds designed to deliver retirement income; AIG announces strategic partnerships with BlackRock; and Columbia Threadneedle Investments launches a semiconductor and technology ETF.
Investment Product and Service Launches
BNY Mellon Investment Management launches responsible investment active ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes BlackRock’s Target Allocation ETF models; and more.
Investment Product and Service Launches
New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands partnership with IdealRatings and Sanctuary Wealth.
Investment Product and Service Launches
Dimensional adds three new U.S. equity ETFs; MSCI to reclassify MSCI Russia indexes; Robeco introduces sustainable index family; and more.
Investment Product and Service Launches
Amundi U.S. expands global sustainable equity funds lineup; Build Asset Management launches new ETF; Retirement Plan Advisors expands solutions to include adviser managed accounts; and more.
DC Plan Investment Menu Evolution Continues
One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
Hub Expects Good Retirement Outcomes for American Workers
A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues.
QPA Launches PEP Featuring Adviser Managed Accounts
The pooled plan solution is being launched in partnership with Newport Group.
Franklin Templeton, iJoin Seek to Expand Access to Goals-Based Personalization
The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.
Investment Product and Service Launches
PGIM Investments to acquire Green Harvest Asset Management; ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces Invesco V.I. defined outcome funds; and more.
Masterminds of the Plan
Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.
Investment Product and Service Launches
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
Stadion Technology to Provide Personalized Managed Accounts for Franklin Templeton
Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.
Vestwell Managed Account Platform Helps Advisers Meet Needs in Small Plan Market
The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.