Tag: investment analytics

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 process,” says Kevin McPartland, with Greenwich Associates.

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 lineup; and more.  

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 offering; and Hartford Funds presents first NextShares fund.

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

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