The Markets

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by trustees, portfolio managers, consultants and advisers to defined benefit/defined contribution plans, pension plans and...

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.

Factor investing, based on the idea that risks and returns of investments can be attributed to a common set of economic and style factors, has become popular among...

Firms are seeking investment management that will help mitigate risk, according to a PIMCO survey.

By using two simple, objective filters, Fidelity found the average actively managed U.S. large-cap equity fund outperformed its benchmark in 2015, after fees, by 0.70% (or 70 basis...

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

PGIM foresees investment opportunities across real estate, health care, and technology.

Net outflows from active funds totaled $3.9 billion during the month.

Even though trading was lighter in February, in both months DC plan participants favored fixed income investments.

Aon Hewitt says 2015 was the lightest trading year on record for DC plans.

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory, according to Callan Target Date Index.

A negative number, that is.

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”