Analysis

Chris Greenwald, UBS

UBS plans ESG products, hires to fulfill strategy

ESG vaulted to the forefront of analyst recommendations, product development

Noah Zuss 25 September, 2017

Invesco readies customization push

The firm plans to grow its global solutions team

Yun Li 25 September, 2017

Large DCIO providers grasp fiduciary opportunity

Large asset managers are pouncing on plan sponsor demand for fiduciary assistance by developing their own services

Noah Zuss 18 September, 2017



Equifax hack boosts case for ESG integration

Scandals involving cybersecurity are detected via governance screens

Dervedia Thomas 18 September, 2017

Smart-beta fixed income seen as next fertile ground

ETF issuers tease product development plans, discuss hurdles

Yun Li 11 September, 2017

Nationwide’s 401(k) business grows as advisers go upmarket

Nationwide’s president of retirement spoke with Fund Action on the firm’s defined contribution growth

Noah Zuss 11 September, 2017

TIAA tackles longevity risk challenge

The firm is pushing default options that incorporate annuities, promoting plan engagement and addressing health care costs

Noah Zuss 5 September, 2017

AQR winning as investors return to alts

AQR‘s process, fees and visibility key to the firm‘s popularity

Dervedia Thomas 5 September, 2017

Nuveen pushes CEFs to 401(k)s

The firm is exploring how closed-end funds may fit into DC plans

Noah Zuss 29 August, 2017

Narrow Int’l ETFs dominate closures

ETFs slicing the international market to finely find their way to the chopping block

Yun Li 29 August, 2017

Morningstar: Active funds see performance uptick

Mid-year review shows increase in active fund performance

Dervedia Thomas 24 August, 2017

T. Rowe gears up for multi-vehicle push

The firm is readying SMAs, multi-asset funds and potentially, ETFs

Dervedia Thomas and Yun Li 21 August, 2017




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