Tag: Mutual funds

Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower expense ratios on select ETFs.

AssetMark Financial Holding moves to institutional share classes; AssetMark adds solutions to investing platform; iShares expands ESG initiatives; and more.

Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two high yield bonds; and more.

LifeYield partners with financial tech provider; Vanguard changes manager structure of value funds; Northern Trust expands collateral management services; and more.

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.

Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.

Timeline partners with Morningstar aggregation service; Watchdog Capital introduces securities platform; Principal Global Investors creates combined emerging markets fixed income team; and more.

Schwab Advisor Services presents alternative investment marketplace platform; John Hancock Investment Management expands fixed-income suite; and Millennium Trust adds investments to Workplace Savings Solutions. 

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.

RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.

Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes changes to REIT mutual fund.