Analysis

Some funds still bullish on Facebook despite breach

Testimony from Facebook’s CEO Mark Zuckerberg inspired optimism

Dervedia Thomas 16 April, 2018

Schwab’s Chandoha wins Fund Leader honor

Fund Leader Of The Year is awarded to an individual who has made a key impact on their firm or the industry as a whole, through either an innovative concept, directive or product that changed the industry or helped their firm grow.

Yun Li and Dervedia Thomas 16 April, 2018

JPMorgan wins Retirement Leader of the Year

Retirement Leader Of The Year is awarded to a firm that has made a key impact on growing retirement assets with unique retirement solutions, marketing campaigns and significant contributions to the retirement industry at large. 

Noah Zuss 16 April, 2018

Aberdeen, Standard Life merger wins Deal of the Year

Deal Of The Year is awarded to the M&A deal that has most changed the landscape of the fund or retirement industry.

Dervedia Thomas 16 April, 2018

MFS’ Jessee spotlights distribution in Lifetime speech

Former co-head of global distribution at MFS Investment Management and former president of MFS Fund Distributors honored

Julie Mansmann 16 April, 2018

Russell’s multi-asset newbie wins Sales Success award

Sales Success Of The Year is awarded to an individual fund or line of funds that, whether through performance, sales strategy or a combination of both, has registered a dramatic increase or high level of flows. 

Dervedia Thomas 16 April, 2018

OppenheimerFunds nabs third ad campaign award

Ad Campaign of the Year is awarded to the most innovative and attention-grabbing advertising effort by a fund industry player.

Julie Mansmann 13 April, 2018

Fearless Girl marketer earns top nod

Fund Marketer of the Year goes to individuals who have led innovative campaigns and/or strategies at their firms that contributed to measurable improvements in areas such as inflows, investor participation and market share. 

Julie Mansmann 13 April, 2018

Putnam considers models, growth through data lens

The firm added data specialists to its teams to analyze client feedback

Julie Mansmann 9 April, 2018

Hancock RPS taps data to improve retirement plans

Visualization tools play a role in improving participation, engagement, savings

Noah Zuss 9 April, 2018

Hartford Funds eyes ETF build out

Ted Lucas, head of investment strategies and solutions, says firm is plotting active bond mutual fund spinoffs, model portfolios

Julie Mansmann 3 April, 2018

Disclosures key in SEC’s fiduciary standard

Regulators want to quell investor confusion

Jason Bisnoff 3 April, 2018




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