- Socially Responsible Investing and ESG: It’s Not Just a Millennial Trend
Older generations are also putting their values into action
While millennials seem to be the generation most interested in applying their ideals on environmental, social and governance (ESG) issues to their finances, Gen Xers and baby boomers are also expressing growing interest...
read more - Northern Trust Develops Machine Learning Based Forecasting Engine to Drive Securities Lending Revenue
Northern Trust (NTRS) announced today it has developed an innovative pricing engine that utilizes machine learning and advanced statistical techniques to drive revenue growth for clients by more effectively forecasting the rate to loan securities in the securities lending market.
read more - Clients See the Benefits of Digital Technology as Cyber Concerns Persist
Investors still wary of banking and investing online
The latest Morgan Stanley Investor Pulse Poll finds that high net worth (HNW) investors are increasingly attracted to digital technology while at the same time concerned about cybersecurity.
read more - IMX Stays Low During Record-Breaking Month for Stocks
Retail investors stayed cautious, reducing risk even during all-time market highs
The Investor Movement Index® (IMXSM) measured at 4.60 in July, down less than one percent from its June score. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
read more - Study Reveals Key Gender Differences Among HNW Primary Breadwinners
Are advisors may using outdated risk-assumptions?
FlexShares Exchange Traded Funds (ETFs) today announced the results of their first Executive Investors survey of primary household breadwinners, which found that high-net-worth (HNW) men and women defy traditional gender stereotypes when it comes to their perceived investing acumen, risk appetite, and work-life balance.
read more - IRAs Surge, And ROTH IRAs Are A Generational Favorite
Millennials Lead Charge With 43% of Roth IRAs Receiving Contributions
When it comes to saving for retirement, investors are acting on the wisdom of starting as early as possible by saving in an IRA, even as early as childhood, according to Fidelity Investments®, the nation’s largest IRA provider.
read more - When The Market’s Allure Attracts The Wealthy Too…
High-Net Worth Americans are increasingly willing to invest
US high net worth individuals and business owners are expressing growing intentions to invest as US markets continue to hit record highs in 2019, according to UBS Global Wealth Management's new quarterly Investor Sentiment survey.
read more - Stocks Descend from Recent Peaks
Retail sales point up as investors await the Fed's next move
Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal Reserve's upcoming policy meeting.
read more - Why Are Women Investors Less OptimisticThan Men?
With the market and the economy, their financial outlook contradicts their concerns — and their lack of preparation
While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019 (56% vs 53%), women are clearly less optimistic than men about the US stock market in 2019 (36% vs 50%) and the US economy (35% vs 48%).
read more - Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for June 2019
Passive U.S. equity funds saw $29.5 billion in outflows while active U.S. equity funds lost $20.2 billion to outflows
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) fund flows for June 2019. Overall, passive U.S. equity funds saw $29.5 billion in outflows while active U.S. equity funds lost $20.2 billion to outflows.
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Northern Trust (NTRS) announced today it has developed an innovative pricing engine that utilizes machine learning and advanced statistical techniques to drive revenue growth for clients by more effectively forecasting the rate to loan securities in the securities lending market.read more
