The Markets

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...

The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...

Investors deem caution towards the stock market as wise, and Social Security is key to retirement confidence, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index.

To let them choose or not to let them choose; that is the plan sponsor’s dilemma when it comes to participants and retirement plan investment options.

Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.

Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...

As options proliferate on investment menus, retirement plan advisers will have their work cut out for them, said panelists in discussing investment menus at PANC 2014 in Orlando,...

Since the financial crisis of 2008, investment managers and retirement plan advisers have learned to be far more cautious when creating and selecting a stable value fund.

Long-term fund types attracted $29 billion last month, lifting year-to-date net inflows to $319 billion. 

The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.

When 401(k) plan participants traded their investments in August, they favored fixed-income funds over equity funds for 65% of the trading days, according to Aon Hewitt.

Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.

BBB-rated corporate bonds merit important consideration in the asset allocation of pension funds implementing liability-driven investing (LDI) strategies, Standish Mellon Asset Management contends.

Financial analytics firm Cerulli Associates finds that nearly four in 10 (37.5%) exchange-traded fund (ETF) providers anticipate strong growth for taxable bond asset class ETFs.

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

Among approximately 75 large employers, nearly one-quarter (24%) are currently using a white label approach to naming defined contribution (DC) plan investment options, Aon Hewitt finds.

Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies as a lasting trend.