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BlackRock launches new private market allocation tool

Published: October 2, 2021

BlackRock has launched the Expected Return Analyzer, an innovative portfolio analysis tool, to help advisors meet that need.

Source: opalesque.com

Related Topics:

Scott ReederBlackrock Advisor CenterBlackrock Investment InstituteOpalesque Industry UpdateExpected Return AnalyzerCapital Market AssumptionsAlternative InvestmentExpected ReturnAdvisor CenterWealth ManagementPrivate Markets

Fund News Advisors Can Use: A Big Week for Direct Indexing

Published: October 1, 2021

In this week's fund news, firms bulk up their direct indexing offerings; Vanguard merges target-date funds; and DFA expands its SMA offerings.

Source: wealthmanagement.com

Related Topics:

Samuel SteinbergerScott ReederPatrick OshaughnessySecurities Exchange Commission Asset Management Advisory CommitteeVanguard Target Retirement TrustVanguard Financial Advisor ServicesFranklin TempletonDimensional Fund AdvisorsCharles SchwabJust InvestFinancial Advisor ServicesFidelity InstitutionalPersonalized IndexingO Shaughnessy Asset ManagementPatricko ShaughnessyMerge Target Date FundsVanguard Institutional Target Retirement FundsVanguard Target Retirement FundsVanguard Target Retirement IncomeGrowth TrustFund AdvisorsExpected Return AnalyzerAlternative InvestmentSecurities Exchange CommissionAsset Management Advisory Committee