Browsing Tag
Asset Managers
10 posts
U.S. Leads World’s Largest Asset Managers’ AUM to Record $140 Trillion
BlackRock, Vanguard and Fidelity retain spots as top three global asset managers in new report from WTW’s Thinking Ahead Institute
Vanguard Marks 50th Anniversary by Celebrating Milestone Achievements
Company credited with making investing more accessible, affordable, and efficient for investors
Victory Capital Adds Amundi US Under Strategic Partnership
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes reciprocal 15-year exclusive distribution agreements
U.S. Asset Managers Differ on Environmental, Social Impacts
New Morningstar data today analyzes ESG voting records and policy stances of 10 largest U.S. asset managers
How Asset Managers Can Get ‘Dabblers’ to Pursue More DC Business: Cerulli
Cerulli Edge report says asset managers should position themselves as strategic partners for broker/dealer-based advisors seeking to bridge their retirement plan and wealth businesses
Asset Management Websites Failing Advisors: J.D. Power
Overall advisor satisfaction scores with asset manager websites declines, and “are not meeting even the most basic needs of advisors”
CAMRADATA Highlights IWD with New Podcast
International Women’s Day podcast explores diversity and women’s progress in the asset management industry with leading voices.
Largest Asset Managers Dominate in Advisor Digital Experience
New J.D. Power research finds asset management websites have officially replaced wholesalers and legacy relationships as primary drivers of engagement with investment advisors
Ten Years Later: What have Target Date Funds Learned About Recessions and 401(k) Plans?
The global financial crisis is more than ten years in the rear-view mirror and equity markets have reached new highs. A spurt of volatility at the end of 2018 reminded us just how painful a 10% drawdown in one month... Article Sponsored by: Franklin Templeton
3 Reasons ESG Investing Lags Behind Interest
Researchers with Cerulli Associates explore the disconnect between growing investor interest in ESG funds and a simultaneous lagging rate of adoption.