Investments

  • Socially Responsible Investing and ESG: It’s Not Just a Millennial Trend
    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...
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  • Northern Trust Develops Machine Learning Based Forecasting Engine to Drive Securities Lending Revenue
    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.
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  • Clients See the Benefits of Digital Technology as Cyber Concerns Persist
    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.
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  • IMX Stays Low During Record-Breaking Month for Stocks
    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.
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  • Study Reveals Key Gender Differences Among HNW Primary Breadwinners
    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    Are advisors may using outdated risk-assumptions?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.
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  • IRAs Surge, And ROTH IRAs Are A Generational Favorite
    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.
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  • When The Market’s Allure Attracts The Wealthy Too…
    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.
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  • Stocks Descend from Recent Peaks
    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.
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  • Why Are Women Investors Less OptimisticThan Men?
    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%).
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  • Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for June 2019
    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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