Tag: Mutual funds

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996, according to Investment Company Institute data.

The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued this week with the news that ML advisers will retain some...

Morgan Stanley Changes Fund Offerings; Wilshire Launches ABR Equity Index; Data Science Partners Develops Downside-Risk Protection Model; and more.

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.

With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd.

The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.

International Equity funds took the lead among Equity funds in March.

Morningstar finds strong evidence that the two share class approaches are likely to catch on in the ERISA retirement planning industry. 

Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

A new study finds Millennials are almost unanimous in their support of TDFs and auto-escalation features; moreover, they want their employers to help them save for retirement.

Investors had previously shown more interest in government funds due to money market fund regulation.

In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.

Passive strategies continued to lead demand.

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

Overall, funds recorded net redemptions in the month, Strategic Insight data shows.