The equities markets may be on a long-term fritz, but that hasn’t stopped fund investors from taking stock positions in their portfolios, according to new Strategic Insight data.
Standard&Poor’s has announced the launch of two real-time currency indices that provide investors with exposure to emerging economic superpowers that currently lack a liquid currency futures market.
In February, the weak stock market again led 401(k) participants to flee equity investments for fixed income funds, according to the results of the Hewitt 401(k) Index.
Research by The Phoenix Companies finds affluent households invest significantly in both mutual funds and alternatives, and half plan to change their investment allocations in the next year.
A new research paper suggests those considering the addition of target-date funds to a retirement plan need to consider the funds’ glide path and whether the offerings should...
Dow Jones Indexes and Transparent Value LLC have launched the Dow Jones Required Business Performance (RBP) Index series, with indexes that measure the likelihood that a company can...
Assets of all exchange-traded funds (ETFs) fell in January by $39.70 billion, or 6.5%, to $568.73 billion, according to data from the Investment Company Institute (ICI).
A new research paper about target-date funds finds that the most effective designs include extended and alternative assets and remain highly diversified for the entire investment horizon.
Fewer than one third of all financial services firms providing products across five investment categories enjoy positive loyalty ratings among advisers who sell their products, according to a...
Citigroup has suspended redemptions in CSO Partners, a fund specializing in corporate debt, after investors tried to redeem more than 30% of the fund's roughly $500 million in...
Morningstar on Thursday announced it had launched the Morningstar Rating for hedge funds as well as the Morningstar 1000 Hedge Fund Index and 17 indexes based on the...
As plan’s use of target-date, or target-maturity, funds increases, discussions about how best to structure and benchmark these funds have become more frequent.
Final QDIA regulations issued by the Department of Labor in October offer the financial services industry – and every plan sponsor – a once-in-a-generation opportunity to contribute to...