“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.
Tag: investment analytics
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.