Search results for: volatility
Investment Product and Services Launches
Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short Fund; GSAM makes progress on planned merger of...
Asset Owners Looking to Use Smart Beta Solutions
The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners.
Lessons for Long-Term Investors from Active Stock Pickers
Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...
Participants Appear Overly Optimistic About Potential Returns
While investment managers are increasingly reserved in their predictions about near- and mid-term economic growth, retirement plan participants are still banking out outsized returns.
Considering Risk Transfer Top of Mind for DB Plan Sponsors
Many pension plan sponsors could use help overcoming misconceptions about transferring liabilities to an insurer.
Funding a Top Focus of DB Plan Sponsors
While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.
NCPERS Study Rebuffs Capital Hill’s Pension Critics
The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”
Volatility Can Strengthen the Advisory Relationship
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.
Volatility Advisers’ Biggest Concern in First Quarter
Portfolio management was the second big focus, Fidelity found.
Helping Plan Sponsor Clients React to Market Volatility
There are certain actions DB and DC plan sponsors can take in response to market swings, but there's no need to panic.
Investment Product and Service Launches
Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international...
Big Jump Measured in Share of Advisory Clients in Retirement
“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...
Investment Manager Confidence Growing in 2016 Outlook
Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.
Lack of Emergency Savings Tops Financial Concerns
Employees are also worried about not being able to retire at the age they want and being laid off, according to a PwC survey.
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Changing the Conversation To Income
The industry’s evolving focus on managing income risk and the role of advisers in the discussion.
401(k) Investors’ Conservative Streak Holds in March
Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt.
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Pension Clients Saw Funding Status Dip in Q1
Declining interest rates offset the impact of strong March growth in the U.S. equity markets.
Factor Investing on the Rise in Past Three Years
Factor investing, based on the idea that risks and returns of investments can be attributed to a common set of economic and style factors, has become popular among...
Advisers Remain Focused on Market Volatility for Q2
Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals.