UBS Launches Products Tied to UN Development Goals: Portfolio Products
Four new mission-driven issuers join the ImpactUs Marketplace, while SummerHaven launches a liquid private equity index.
New S&P Index to Hedge Against Rising College Costs
The S&P Target Tuition Inflation Index is designed to protect college savings from losing value due to inflation.
Goldman Starts Smart Beta ETF Price War
The move not only intensifies competition in smart beta but between smart beta and actively managed funds — possibly even passive index funds.
SEC Continues Crackdown on Mutual Fund Share Classes
SEC is acting against two firms over their use of more expensive Class A shares and 12b-1 fees.
The Declining Fiscal Health of America’s Cities
Municipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
Morningstar’s August Winners & Losers
Close to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products
In addition, Franklin Templeton launched two new municipal bond ETFs and Sage Advisory Services added a customized laddered muni strategy.
AssetMark Launches New Retirement Offering
AssetMark Retirement Services consolidates recordkeeping, administration and asset management in one place.
Here's What Drove Strong Portfolio Performance in First Half
And can that be repeated? The best performing asset portfolios were overweight equities, Natixis says, leaving them with a higher risk profile.
Russell Taps Michelle Seitz as CEO
Seitz, the former head of William Blair Investment Management, has been in the business for three decades.