Two new tools for Investment Managers

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 Industry News       

We continue to witness technology innovation within the Investment Management industry with the introduction of two new tools. One such tool targets financial advisors, Morningstar and mutual funds while the second tool addresses a need of Exchange Traded Fund (‘ETF’) providers.
Read on to find out more… and let me know …

20 July 2010  2 comments

SEC hits Investment Managers with new Target Date disclosure requirements

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 Industry News       

The Securities and Exchange Commission voted 5-0 on June 16, 2010 to subject target date fund offerings to new disclosure requirements, aiming to improve the product transparency and knowledge of individual investors. Let’s look at the disclosure highlights as well as additional media and industry coverage.

17 June 2010  1 comment

Changes to target date funds – Investment News

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 Asset Management       

Target date fund offerings and the underlying asset allocation methodology is being changed by a number of large investment managers and financial asset managers.

1 March 2010  3 comments
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