Intermediary-sold fund distribution data from Strategic Insight shows taxable bond strategies led mutual fund demand during the second quarter of 2017.
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.
Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes.
To better protect participants against longevity risk and low market returns, plan sponsors intend to improve fixed income strategies in the next year, T. Row Price reports.
Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.
Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing...
Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines.
ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.
A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...