Analysis

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

Amundi Pioneer plans ESG integration moves

CEO Lisa Jones talks upcoming fund conversions, customization, environmental and diversity efforts

Dervedia Thomas 11 June, 2018

Funds on alert for new 36(b) legal strategies

The defense bar is wary, despite a steep decline in new cases

Marissa Capodanno 4 June, 2018

Wells Fargo gatekeeper expects extended rally

The research group does not believe a recession is in sight, is bearish on EM

Noah Zuss 4 June, 2018

Schwab mulls ESG entry on millennial demand

CEO Marie Chandoha says new funds would fit into a ‘straight forward’ lineup

Julie Mansmann 29 May, 2018

Transamerica adopts holistic approach to grow assets

Industry anticipates M&A as retirement planning embraces wellness trend

Noah Zuss 29 May, 2018


Reality Shares preps crypto robo as SEC stalls ETFs

CEO says platform would ease retail investors’ access to the asset class

Julie Mansmann 21 May, 2018

Panel examines unconscious bias, encourages ‘building bridges’

Funds need to do deeper segmentation; use employee resource groups to facilitate outreach

Dervedia Thomas 21 May, 2018

UBS builds out ‘socially conscious’ ETF brand

Richard Cea, head of InsightShares, says funds may appeal to Millennials, non-traditional clients

Julie Mansmann 14 May, 2018




Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers