Analysis

JPM, Morgan Stanley outline AI, machine learning plays

Tech fueling customized financial advice as firms look to offer more holistic coverage

Rheaa Rao 16 July, 2018

Q&A: Brown follows the money with ESG strategy

Karina Funk explains the strategy behind the highly ranked Brown Advisory Sustainable Growth Fund

Dervedia Thomas 16 July, 2018

Franklin Templeton makes model, inst’l moves

Pierre Caramazza says firm expanded ETF specialist distribution team, staying mindful of fee pressure

Julie Mansmann 9 July, 2018

Q&A: Nuveen eyes US recession prospects

The firm does not expect protectionism to immediately trigger a downturn and remains bullish on Europe

Noah Zuss 9 July, 2018

JPMorgan sees ETF asset uptick with models

Jillian DelSignore explains how the firm drummed up $5bn in ETF assets in five years through models, expanded specialist team

Julie Mansmann 2 July, 2018

SEI on the hunt for GMWB products

Demand is high for lifetime income options yet portability and safe harbor roadblocks remain

Noah Zuss 2 July, 2018

MBS ETFs grab bond flows with zipper trades

BlackRock’s iShares reeled in over $2bn largely from small- and mid-sized insurers, Josh Penzner says

Dervedia Thomas 25 June, 2018

SSGA explores green bond, AI sector plays

Noel Archard says firm wants to cater to institutional investors with ESG, create differentiated sector offerings

Julie Mansmann 25 June, 2018

PGIM Investments eyes ETF build-out

Firm explores multi-factor and ESG product development, proprietary models

Julie Mansmann 18 June, 2018

BMO sees target-risk opportunities

Asset manager says sponsors need options for ‘do-it-with-me’ participants

Noah Zuss 18 June, 2018

Boards factor ETFs into mutual fund fee determinations

15(c) experts debate comparing mutual fund, ETF performance and fees

Marissa Capodanno 12 June, 2018

Eaton Vance eyes Calvert product growth, outlines sales strategy

Firm aims to spin off Calvert mutual funds, target plan sponsors with sustainability culture

Dervedia Thomas and Julie Mansmann 11 June, 2018




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