Search results for: volatility

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. 

Market volatility, longevity and PBGC premiums are prompting sponsors to take a harder look at funding levels.

Findings from a Northern Trust survey show corporate earnings and U.S. economic growth are among the top concerns of global asset managers—but even with emerging volatility managers are...

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.

It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable...

President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for...

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

Mercer outlines the top investment considerations to discuss with not-for-profit healthcare organizations in 2016.

Why do so few DC plans offer stable value funds on the investment menu?

More than 75% of asset managers expect to see an increase in RFPs, RFIs, and due diligence questionnaires in the next 12 months, according to Cerulli Associates.