Tag: asset management

Products June 20th, 2019

Investment Product and Service Launches

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.

Products August 3rd, 2018

Fidelity Index Fund Fee Cuts Reflect New Industry Realities

An announcement this week that Fidelity is launching retail mutual funds with management expense ratios of zero basis points shows how asset managers are evolving to capture a greater share of a shrinking fee pool.

Deals and People December 22nd, 2017

Retirement Industry People Moves

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Financial ownership: Helping participants move from engagement to actions

Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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Checklist for Financial Wellness

An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Keys to our target date success - Capital Group & American Funds

Apu Sikri & Ralph Haberli

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Income for the Retirement Years

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Bonds are Different – Active versus Passive Management

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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Women & Investing

An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

MARKET MIRROR

Yesterday, the Dow fell 142.70 points (0.52%) to 27,076.82, the NASDAQ closed 23.17 points (0.28%) lower at 8,153.54, and the S&P 500 lost 9.43 points (0.31%) to finish at 2,997.96. The Russell 2000 was up 6.46 points (0.41%) at 1,584.60, and the Wilshire 5000 decreased 46.58 points (0.15%) to 30,717.92.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.845%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 2.317%.

Industry White Papers

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.

Tag: asset management

Investment Product and Service Launches

Fidelity Index Fund Fee Cuts Reflect New Industry Realities

Retirement Industry People Moves

Proposed Financial Transactions Tax Would Hurt Retirement, Education Savers

Retirement Industry People Moves

Study Suggests Reasons Most Physical Wellness Programs Don’t Work

Health Benefit Plan Sponsors Focusing on High-Cost Claims

Ruling in ERISA Case Lets Adviser Partly off the Hook