Search results for: volatility
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Investment Products and Services Launches
Hartford Funds Adds ETF Seeking Tax-Exempt Income, and Wilmington Trust Releases Margin Management Solution with AcadiaSoft Services.
investment-oriented
The Value of Fixed Income
The strategy is a good hedge against equity underperformance
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.
trendspotting
Trendspotting Charts
A look at employees' latest concerns, and what these mean to advisers.
Sponsored by Fidelity
Movers & Shakers: Ruthann Pritchard
Institutional Portfolio Manager, Fidelity Investments
Sponsored by Fidelity
Seventy Percent of Institutional Investors Use Alternative Asset Classes
They are turning to alternatives to mitigate market risk.
LDI Moves to the Fore for DB Plans
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”
More Advisers Expect Increased ESG Demand
Already, 18% are incorporating environmental, social and governance funds into their practices.
Investment Products and Services Launches
State Street Launches Tool to Deliver Transparency in ESG Investing; TCA Adds an Extra 18 ETFs to Advising Platform; Vanguard Releases Latest Fund to Complement Existing Index and...
Investment Products and Services Launches
Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more.
Data Shows Sidecar Savings Accounts Could Support DC Plan Success
One clear way to help prevent retirement plan leakage is to help families cope with financial shocks and income volatility in the short term; one way to do...
Millennials Are Focused on Achieving Financial Goals
Despite sometimes being thought of as “slackers,” data shows the Millennial generation is more financially responsible than other generations give them credit for.
Investment Products and Services Launches
Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more.
Court Says Change to More Volatile Crediting Rate Not Against Top Hat Plan Terms
The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...
Investment Products and Services Launches
KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.
Investors Who Held Steady After the Great Recession Have Been Rewarded
However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007.
Market Highs Reinforce Importance of Risk Reviews
LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline.
Northern Trust Takes a LDI Approach for its TDF Glidepath
The firm looks at a plan’s demographics and creates a glidepath that both controls for and seeks out risk.