Search results for: volatility
Remember the Real Role of Stable Value
The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the difference to be greater.
PAi Enhances Small Market 401(k) Plan Solution
Enhancements include a new investment option from Principal Global Investors geared to minimize market risk by leveraging fixed income investment options that provide a guaranteed crediting rate.
Tempered Interest in Custom TDF Market Belies Big Opportunities
Experts say the typical off-the-shelf target-date fund (TDF) isn’t as diversified as what could be created under a custom implementation.
Mergers and Acquisitions Hit Hard by COVID-19
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.
Market Optimists Confront Gloomy Growth Forecasts
The 2020 equity market outlook continues to hinge on whether a major secondary spike in COVID-19 infections can be prevented; news headlines on this front confirm this remains...
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
In Times of Stress, Timely Communications Make a Big Difference
New data shows the education and guidance firms are providing is helping individuals to stay the course.
With E-Delivery Accomplished, a Push for More Retirement Reform
With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...
Ascensus to Offer App to Help Participants With Savings Decisions
As employees make savings decisions, the app will offer illustrations of what those elections might mean for future progress.
House Passage of Heroes Act Brings Test of Senate’s Stimulus Appetite
The close passage of the Heroes Act in the House of Representatives, with 208 yeas and 199 nays, underscores the difficult path ahead for the fourth coronavirus relief...
Managers Warn Stocks Could Fall Further
Citing elevated valuations and rising tensions between the U.S. and China, some say a V-shaped recovery is unlikely.
Sponsors’ Satisfaction With Advisers Remains Relatively High
Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.
A Playbook and Coach Help During the Tough Times
Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.
DC Plans and Pensions Partly Spared from Energy Rout
Many plans’ and individual investors’ exposure to energy stocks has dropped amid underwhelming results over the past five years, investment managers say.
Endowments and Foundations Also Carry Unrealistic Return Expectations
New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations.
Financial Wellness in the Age of Pandemics
Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help.
Investment Product and Service Launches
Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in sectors of the credit spectrum; and more.
QDIAs Have Evolved. They Will Again After the Coronavirus.
Many participants appear to be battled hardened from the Great Recession and are enjoying at least some measure of protection from well-diversified default portfolios.