Search results for: volatility

The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.

Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in...

Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and...

The platform will offer private label funds run with a combination of active and passive management.

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

“We have seen many iterations of de‑risking actions over the past decade, and we see full plan terminations as the next wave, as many frozen plan sponsors convert...

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.

The motivation is growth, particularly boosting assets and revenues, expertise and clients, and ensuring that a succession plan is in place.

DB plan providers are enhancing participant and plan sponsor services, and innovating plan design.

A large number of Americans are lagging behind in retirement savings, but adviser interaction and effective digital tools may reverse this trend.

Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function. 

Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility. 

Most employers who expressed disinterest cite lack of knowledge as a main driver for that decision, a new study finds. 

Fidelity gauged people’s investment knowledge with an eight-question quiz.

Employers are clearly still committed to moving risk off of their balance sheets by pursuing single-premium pension buyouts. 

ETFs have taken on a central role in critical investment functions like risk and liquidity management. 

In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.