Tag: investment analytics

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis. 

SI’s data sets will complement ISS Analytics’ data intelligence.

ABG Consultants selects Hand Benefits & Trust to establish a series of risk‐based CIFs; Russell Investments creates Income Model Portfolio strategies; Broadridge...

According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”

“Portfolio managers and their trading desks primarily choose [investment] instruments based solely on personal experience rather than through an analytical...

AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds. 

ISS creates environmental and social scoring solution; Morningstar partners with FTSE Russell to increase index marketplace; Franklin Templeton adds ETFs to LibertyShares...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research. 

State Street launches tool to deliver transparency in ESG investing; Vanguard releases latest fund to complement existing index and ETF...

Wilshire launches latest indexes tracking REITs; New York Life Investments announces new equity fund; ProShares presents advanced ETFs and public...

T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.