Search results for: volatility
Populism Just One of Many Market Forces in 2017
Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance.
DC Plan Trading Kept Investors Busy in November
There were eight above-normal trading days in November alone, the highest since May 2015.
Investment Products and Service Launches
Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.
More ETF Strategies Embraced by Institutional Investors, Advisers
Investors are looking for more options when it comes to exchange-traded funds (ETFs), a survey finds.
Adviser Preferences Study Denotes Commitment to Clients
Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.
Investment Products and Service Launches
T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.
Institutional Investors Have Many Changes Planned
Institutional investors worldwide are expecting to make many asset allocation changes in the next one to two years, according to the new Fidelity Global Institutional Investor Survey.
Investment Action Considerations for DB Plan Sponsors
Advisers can use suggestions from Willis Towers Watson to engage DB clients in thinking about investment actions in 2017.
Finding Investment Managers With the Best Culture for Performance
New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.
Investment Products and Service Launches
BlackRock Updates Lifepath TDFs; and SSGA to Introduce Proprietary Indexes to Replace Terminated Russell Indexes.
Plan Committees Need to Be More Vigilant: SEI
SEI outlines best practices, including relying on outside providers.
DB Plan Sponsors Feeling Pressure to Reduce Costs
A new survey by Vanguard found that cutting costs and minimizing risk were the top two concerns for corporate pension plan sponsors.
Millennial Men and Women Have Different Retirement Outlooks
Women are more worried about their finances and willing to work with advisers.
Doll Outlines 10 Investment Themes Following Trump Win
Bob Doll says the GOP sweep is poised to help corporations and boost the economy.
New Shade of Doubt Cast on DOL Fiduciary Rule Implementation
One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential...
Trust Builders Offers Sequence of Returns Calculator
The Sequence of Returns calculator uses rates of return from a historical index to illustrate the potential performance of retirement investments.
Interest Rate Trends Inform LDI Approach
Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.
Participants Are Getting Better At Using TDFs
More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.