The Markets

Higher education endowments earned returns averaging 19.8% in fiscal year 2011. 

IndexIQ has expanded its suite of exchange-traded fund (ETF) model portfolios with its IQ Global Alternatives ETF Model Portfolio. 

U.S. institutional investors lost 9% at the median in the third quarter of 2011, ending a streak of four consecutive quarters with positive results, according to Northern Trust.

Morningstar's 2011 529 College Savings Plans research paper and industry survey found that 529 plan assets increased by 12% the last 12 months. 

Investors who dynamically adjust asset class exposures as growth and inflation expectations shift may significantly improve risk-adjusted returns, according to a white paper from BNY Mellon.

A recent study found that the number of defined contribution (DC) plans in the U.S. offering a sustainable and responsible investing (SRI) choice could double in the next...

Merrill Lynch Wealth Management and Eurasia Group address investor concerns over the fragility of global markets in a new white paper and Webcast, titled, “The Great Global Shift:...

An investor relations report from BNY Mellon found companies worldwide are continuing to expand outreach to sovereign wealth funds (SWFs) and emerging markets (EMs). 

California will be closing its adviser-sold unit, a small portion of the 529 college-savings plan, in which residents invest in the plan through brokers and financial planners, reports...

Investors poured an additional $6 billion into U.S. exchange-traded funds (ETFs) in September, after withdrawing approximately half a billion in August.

U.S. mutual fund investors withdrew an estimated $5 billion out of U.S. stock and bond mutual funds last month, according to Strategic Insight, an Asset International company.

U.S. exchange-traded funds, which have had just one month of net outflows in the last 12 months, added $4.1 billion in September, according to Morningstar.

Long-term mutual fund flows turned positive in September for the first time in three months, with inflows of $3.8 billion, according to Morningstar.

Long-term funds in Asia (ex-India and China, which report assets on a quarterly basis) collected $12 billion in net flows, according to Strategic Insight, an Asset International company. 

Month over month, exchange-traded fund (ETF) assets fell $95 billion, down 9.1%, in September.

The U.S. REIT market continued to outperform the broader equity market in the first nine months of 2011, in spite of losing ground to the S&P 500 in...

S&P Indices announced dividend increases rose 17.1% during the third quarter of 2011, with 350 companies increasing their dividends.  

A Cerulli report contends that while managed accounts are stable from an investment-risk and a regulatory standpoint, operational risk remains a concern.  

Target-date retirement funds (TDRFs) will represent nearly half of defined contribution assets by 2020, according to Casey, Quick & Associates.   

Stock and bond funds experienced net outflows of $32.8 billion from long term funds last month, according to data from the Financial Research Corporation (FRC).