Tag: Mutual Funds

Art by Jackson Epstein

Investment Product and Service Launches

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.

Art by Jackson Epstein

Investment Product and Service Launches

Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured Alternative to Stable Value Funds.

Investment Product and Service Launches

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

Cerulli Analysts Tackle Tough Topic of ESG ‘Materiality’

While not a new concept, materiality is essential to efficiently integrating ESG factors into the investment process; it all boils down to being able to determine which ESG factors are likely to be linked to stronger investment performance by identifying risks that are related to certain industries.