Tag: Managed accounts

Art by Jackson Epstein

Investment Product and Service Launches

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab managed account platform; and more.

Art by Jackson Epstein

Investment Product and Service Launches

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm. 

Art by Jackson Epstein

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.

Art by Jackson Epstein

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.

Plan Sponsors Have Questions About Dynamic Default Investments

Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but they remain unsure about the right way to design and deliver a dynamic default investment.

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

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.

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.