Vanguard makes changes to active equity funds; Global X Funds presents TargetIncome ETFs; Northern Trust launches multi-dimensional fund; and more.
Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; and more.
Web transactions will start in August, the firm says.
HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.
Transamerica launches Stable Value account for retirement plans; Fidelity offers third ESG investing option; Vanguard ESG ETFs to commence trading in September; and more.
Franklin Templeton expands ETF lineup with three additional funds; ABG and Russell partner on managed account program; and more.
Morningstar estimates that investors saved more than $4 billion in fund fees in 2017 by continuing to gravitate toward lower-cost funds.
A new ETF market analysis from Greenwich Associates shows institutions continue relying on ETFs as “a liquid, fast and relatively low-cost tool in a wide range of tactical tasks,” such as managing cash flows and making nimble changes to their portfolios.
VanEck launches Real Asset ETF, and BlackRock announces approach to firearm manufacturers.
Their No. 1 objective for client portfolios is downside risk protection
JULY adds Stadion ETF to platform; Nationwide increases fund offerings with new ETF; and Fairpointe Capital releases ESG-centralized approach.
Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.
Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs.
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.