Investment Product and Service Launches
Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.
Alliance Benefit Group Will Distribute iJoin Suite
The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.
Investment Product and Service Launches
Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.
Investment Product and Service Launches
Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and more.
Trends in DC Plan Market to Propel Greater Interest in Managed Accounts
Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation and financial wellness concerns.
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA Lawsuit Filed Over Managed Account Arrangement
The complaint alleges that Stadion Money Management and Mutual of Omaha abused their managed account arrangement by putting their own interests ahead of participants’.
Plan Sponsors Have Questions About Dynamic Default Investments
Investment Product and Service Launches
Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
Investment Product and Service Launches
Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs.
Investment Product and Service Launches
US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.
Investment Product and Service Launches
Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.
PSNC 2018: Asset Allocation Comprehension for Plan Sponsors and Participants
The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products.
Investment Products and Services Launches
Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans.
Measuring Managed Account Performance Is Part Art, Part Science
A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is strong evidence to suggest “engaged participants” extract more value from managed accounts.
Using Data to Determine the Best QDIA for Your Clients
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.