Tag: exchange-traded fund

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

Northern Trust Front Office Solutions enhances liquidity management solutions for asset owners and Wilshire brings to market third-gen factor index...

DWS releases climate-focused Xtrackers ETF.

LeafHouse Financial Services announces new DCIO service; Schwab Asset Management reduces fees on 10 funds; and Russell Investments expands personalized...

Robeco launches quant credit strategy focused on SDGs and climate, and MSCI launches next generation of equity factor models.

Putnam Investments to launch five new investment strategies; Nationwide adds two new death benefit features; and Broadridge launches multi-account collective...

BlackRock updates multifactor ETF suite; iJoin launches individualized glide path solution; and Vontobel expands retirement plan offerings.

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide...

Pacific Life announces collaboration with Wespath Benefits and WTW on qualifying longevity annuity contract option, and Principal Global Investors launches...

Dimensional lists new ETF and completes mutual-fund-to-ETF conversion; Northern Trust partners with Enfusion as part of whole office strategy; Nuveen...

Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor trustee...

New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.

Annexus, SSGA create income-focused TDFs; AIG hands over management of certain assets to BlackRock; and Columbia Threadneedle Investments launches a...

KraneShares introduces active global carbon transformation ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes BlackRock’s Target...

New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands its environmental, social and governance offering.

Goldman Sachs announces investment-grade debt private placements capability; FTSE Russell Equity Indices adjusts treatment of Russia; Dimensional adds three new...

Retirement Plan Advisors expands solutions to include adviser managed accounts; State Street Global Advisors announces high-yield debt ETF; Morningstar and...