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Rating:Vanguard Adds Analytics Not Rated 3.0 Email Routing List Email & Route  Print Print
Friday, June 15, 2001

Vanguard Adds Analytics

Reported by InvestmentWires Staff, 

Vanguard is rolling out its performance analytics to a select group of shareholders today, as part of its Web site improvements first announced in April. Vanguard's Flagship and Voyager clients will get the first peek at the new tools, which includes advice from Financial Engines; other shareholders will see these technology fruits towards the end of 2001.

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Goldman Sachs has purchased Epoch Partners, an online investment banking partnership founded in 1999 by: Ameritrade, TD Waterhouse, and Schwab. Epoch was created in part to give retail customers access to highly lucrative IPOS. This move will allow Goldman to sell their offerings and research to retail clients, including those of Schwab and T.D. Waterhouse. Ameritrade will not allow Goldman access to their clients. In a related move, Schwab is buying Epoch's quantitative trading in an effort to strengthen Schwab's electronic and program trading platforms.

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The Calvert Group, a socially responsible mutual fund company, has announced the appointment of Byron Rushing, a Massachusetts State Legislature, as chair of the Social Investment Fund Advisory Council.  

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