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Products

Morningstar to launch ESG fund scores in Q4

Products | 14 Aug 15

Morningstar to launch ESG fund scores in Q4

Morningstar plans to provide environmental, social and governance ratings for both mutual funds and ETFs by the fourth quarter of the year, it said on Thursday.

When on a fund hunt, what matters most?

Products | 14 Aug 15

When on a fund hunt, what matters most?

Which criteria do fund analysts value most when they conduct an investment fund screening process? Research firm Cerulli asked the question to a sample of fund analysts based in the United States. The answer? They care most about the costs, and much less about track record.

Sanlam UK wealth unit launches retirement income service

Offshore Bonds | 14 Aug 15

Sanlam UK wealth unit launches retirement income service

Sanlam Private Wealth, the UK wealth management arm of South African insurer Sanlam Group, has launched a retirement income service aimed at tackling the twin issues of living longer than expected and the huge range of investment choices.

Axa Wealth adds AllianceBernstein funds to wrap platform

Products | 13 Aug 15

Axa Wealth adds AllianceBernstein funds to wrap platform

Axa Wealth has added 11 AllianceBernstein funds to its wrap platform following this year’s pension reforms, their first offering to the UK retail investment market.

Every which way: Global fixed income picks with Morningstar

Products | 12 Aug 15

Every which way: Global fixed income picks with Morningstar

Global bonds have experienced a volatile six months, putting yields under pressure and requiring tactical thinking.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.