The Markets

Department of Labor advisory opinions make it challenging to include environmental, social or governance (ESG) investing themes in a tax-advantaged retirement plan, but some investment managers want to...

Retirement plan providers have been testing behavioral science themes with retirement plan participants, and positive investing outcomes are clearly emerging from the effort.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.

Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.

Four new asset managers have made it to the plan sponsors’ top 10 list.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can rob huge portions of potential returns.

Towers Watson's Global Survey of Investment and Economic Expectations found pension fund managers anticipate fairly conservative investing approaches, but optimism remain optimistic about the years ahead.

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...

Research from Cerulli Associates suggests financial advisers face a lack of new income products and approaches, due mainly to low interest rates and weaker financials among insurers.

A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

Investors say central clearing has reduced systemic risk in the derivatives market, and there is an increasing interest in futures.

Participants in defined contribution plans did little to rebalance their portfolios in February.