Products June 22, 2009

InvestorForce Product Helps Consultants Share Data with Clients

June 22, 2009 (PLANSPONSOR.com) - InvestorForce, a Wayne, Pennsylvania, software provider, has announced an update of its InvestorForce Insight service it says will allow consultants to provide institutional clients with daily access to critical portfolio data directly through a branded Web portal.
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According to a news release, the new offering’s level of transparency of information will help consultants and their plan sponsor clients make more timely decisions around asset allocation and the management of exposures through the online access to daily plan data, benchmarks and analytics.  

Using the new version of Insight, consultants and plan sponsors can collaborate, sharing the same information from their desktops, as well as performance reports and other documents that consultants can now offer to their clients through Insight’s Document Center feature, the company said.   

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Other key new features include the plan performance summary, which provides a concise view of plan and manager performance at all plan levels and expanded asset allocation analytics.

With daily views of holdings, cash flows, transactions, and asset values, Insight will allow consultants and their plan sponsor clients to compare actual positions with allocation targets on a daily basis, including alternative investments.

Deals and People June 19, 2009

Villegas to Help Payden Market Solutions to Advisers, TPAs

June 19, 2009 (PLANSPONSOR.com) - Payden & Rygel has hired John Villegas for the firm's Retirement Services Group.
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According to a press release, Villegas will be part of a team responsible for marketing Payden & Rygel’s various retirement solutions which include Paydenfunds, Payden/Wilshire Target Date funds, and the Payden/Kravitz Cash Balance Plan Fund, to advisers and third-party administrators.

He joins Payden from Charles Schwab where he was director, Schwab Retirement Advisor Services. Earlier in his career, Villegas was vice president, Trading and Accounting, ADP Benefit Services.

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Payden & Rygel said its goal is to grow the sales team to eight team members focusing on the marketing of the Payden solutions. This growth will take place over the next two years.

Payden & Rygel is a global independent investment manager advising corporations, foundations, endowments, pension plans, public funds and individual investors on their overall investment strategies.

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