EPIC incorporates StoryLine to platform; Sterling Capital adds R6 share class to select mutual funds; and PAAMCO launches alternative beta tool.
ISS creates environmental and social scoring solution; Morningstar partners with FTSE Russell to increase index marketplace; Franklin Templeton adds ETFs to LibertyShares lineup; and more.
BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF series to offer protection within uncertainty; and more.
American Century releases first ETFs, and Putnam reveals two ESG fund offerings.
Hartford Funds adds ETF seeking tax-exempt income, and Wilmington Trust releases Margin Management solution with AcadiaSoft Services.
State Street launches tool to deliver transparency in ESG investing; Vanguard releases latest fund to complement existing index and ETF offering; and Hartford Funds presents first NextShares fund.
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.
Wilshire launches latest indexes tracking REITs; New York Life Investments announces new equity fund; ProShares presents advanced ETFs and public index funds; and more.
Vanguard increases fixed income fund roster of ETFs; BNP expands partnership with Janus Henderson to include U.S. services; First Trust announces ETF launches; and more.
Franklin Templeton presents upcoming passive ETFs; CLS partners with five providers to launch ETF models; PFM acquires FCM assets to include stable value investments offering.
Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.
State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage global balanced funds; and more.
Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF.
American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.
Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.
Strategic beta ETFs are an important asset class to consider, but new research also warns many of the products “aren't as distinctive as they may first appear.”
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.