Investment managers say evidence is already mounting to show an outperformance of ESG-themed portfolios during the coronavirus pandemic. Might that help their popularity in the U.S.?
The equity markets dropped by nearly 50% during the Great Recession of 2008 and 2009, but retirement plan account balances of those who stayed the course recovered their...
“Many states are home to headquarters or critical operations for numerous mutual fund sponsors where Americans have entrusted their savings to meet a wide range of financial goals....
Media outlets suggest one of the federal government’s responses to the coronavirus outbreak will be to temporarily guarantee money market funds—mirroring what proved to be an important policy...
The U.S. stock market has entered bear market territory after its record bull run; one silver lining is the opportunity to educate people about annuities.
As the markets tanked amid fears of a worldwide coronavirus outbreak, the last week of the month was among the busiest stretches in the 20 year-plus history of...
The reason why target-risk funds gave way to target-date funds is the perceived simplicity of just using one’s retirement date to set the portfolio's investment risk tolerance—but this...
“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that...
Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their commitment to investing in tax-qualified vehicles.
Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now...
The trend of small trades away from equities to fixed income funds seems to suggest participants were rebalancing their portfolios, not making drastic changes to their investment mix,...
PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...
“Stocks are trading at a very high price-to earnings ratio, and we don’t see that as sustainable,” says Jon Barry, senior retirement strategist at MFS.