ABG Consultants selects Hand Benefits & Trust to establish a series of risk‐based CIFs; Russell Investments creates Income Model Portfolio strategies; Broadridge aligns with Tableau Software to deliver investment analytics; and more.
Tag: exchange-traded funds
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.
BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition Expands Alternatives and Fixed Income Offerings; and more.
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.
Northern Trust and Parilux Partner to Improve Investing Solutions; TIAA Adds Guaranteed Income to Custom Default Solutions; Arabesque Offers ESG Monitoring; and more.
Natixis Adds Strategies to Sustainable Future Funds; GSAM Offers Fourth Fixed Income ETF; PGIM Launches Second Actively Managed ETF; and more.
A Charles Schwab self-directed brokerage account (SDBA) report found that Gen Xers and Baby Boomers allocated less to their exchange-traded funds (ETFs) than the younger age group.
Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.
“A majority of institutions around the world now consider bond ETFs as an alternative for fixed-income exposure and liquidity,” says Greenwich Associates Managing Director Andrew McCullum.
Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.
T. Rowe Price closes Emerging Markets Stock Fund; Fidelity merges active and passive funds in new TDF suite; SSGA decreases ETF expense ratios; and more.
The agency is also proposing more disclosure to investors about ETFs, how they work and their costs.
The launch will allow Vanguard Brokerage clients to access the vast majority of ETFs, from providers including BlackRock, Schwab, and SSGA, without incurring additional costs to purchase or sell.
Investors and broker-dealers should start treating ETFs as an asset class all their own, Kevin McPartland, with Greenwich Associates suggests.
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.
Vanguard expands commission-free ETF transactions; MassMutual and T. Rowe Price create TDF collaboration; Johnson Investment Counsel adds Charles River as wealth management business; and more.
Web transactions will start in August, the firm says.
HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.