Two-thirds of active international equity portfolios outperformed the MSCI EAFE Index return of 10.7% for the first six months of 2007, according to consultant InterSec Research.
The combined assets of the nation's mutual funds went up slightly by $1.6 billion to $11.39 trillion in June, according to the Investment Company Institute (ICI).
The combined assets of the nation's exchange-traded funds (ETFs) rose in June by $366 million, or 0.1%, to $485.88 billion, according to data from the Investment Company Institute...
Citi Smith Barney’s monthly poll of affluent investors finds continued faith in the stock market, though confidence in the long-term investment climate is slipping.
Mid-cap growth stocks were up 7.23% in the second quarter, making them the star performers among the nine U.S. investment styles listed by Standard&Poor’s.
Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.
Advisers should not view the prevalence of lifecycle funds as a threat to their business, said Barbara J. Best, Vice President, Investments, Capital Strategies Group of Wachovia Securities;...
Second quarter returns of the world’s emerging markets outpaced that of the developed markets, according to Standard&Poor’s global stock market review, The World By Numbers.
Ibbotson Associates has received a patent on its portfolio creation technique for individual investors based on the concept of human capital - an investor’s future potential savings.
As high net worth individuals (HNWIs) develop an increasingly more global outlook with diversified interests, ‘investments of passion’ have become an important portfolio allocation.
As the retirement plan and investing community waits for the final regulations governing qualified default investment alternatives (QDIAs), there is significant anticipation to see whether the final pronouncement...
The combined assets of the nation's mutual funds increased by $329.1 billion, or 3%, to $11.396 trillion in May, according to the Investment Company Institute (ICI).
Assets of all exchange-traded funds (ETFs) rose in May by $18.97 billion, or 4.1%, to $485.51 billion, according to data from the Investment Company Institute (ICI).