Investment Management

Here you’ll find posts and commentary about a range of issues that make up the investment management side of the industry, from coverage of the investment strategies to performance metrics at the aggregate and fund type levels.




Investment Management

Investment Management

By John Ortman3/24/2015 • 0 Comments

Americans are currently saving about 50% of the extra money in their pockets resulting from lower energy prices — but don't expect that to last long.


By Fred Barstein3/9/2015 • 0 Comments

A recent Reuters article says that assets in collective investment trusts, or CITs, are “surging” as asset managers are using them to “slash” fees, especially in DC plans. READ MORE

By NAPA Net Staff2/11/2015 • 0 Comments

In January, Morningstar analysts upgraded four U.S. mutual fund ratings, downgraded five fund ratings and assigned three new ratings. READ MORE

By Mike Bushnell1/29/2015 • 0 Comments

Exchange-traded funds are growing in popularity, and a new report from Cerulli Associates says that an increasing number of asset managers are finding new ways to incorporate them into their plans. READ MORE

By Jerry Bramlett1/28/2015 • 0 Comments

A comprehensive study by PwC projects that ETFs are on track to double to $5 trillion by 2020. A view of what is driving much of this growth helps to shed light on what may lie ahead for the DC market. READ MORE

By Nevin Adams1/27/2015 • 0 Comments

Will your portfolio soar with the Seahawks, or get punched by the Patriots? READ MORE

By Fred Barstein1/15/2015 • 0 Comments

There’s no doubt that traditional indexing is cleaning up at the expense of active managers. But that space can be crowded — with Vanguard and BlackRock dominating and little room for differentiation. So some firms like Pimco and JP Morgan are making moves to expand into the smart beta market, which gets 20% of all ETF assets, according to Morningstar. READ MORE