Search results for: volatility
State Street Sued over Mortgage-Backed Investments
A Massachusetts plumbing and air conditioning supply company sued State Street over allegations it misrepresented a bond fund ultimately invested in mortgage-backed securities as a low-risk 401(k) investment...
Fidelity Says Participants Saving More
Fidelity says its participants are more inclined to save amid current market woes.
ETFs Feel Effects of Stock Market Volatility
U.S. exchange-traded fund (ETF) assets totaled approximately $575 billion at the midway point of 2008 – down 5.4% from the start of the year, according to a report...
Advisers Concerned About Clients’ Retirement Preparedness
Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
UBS Unveils New Market Neutral Strategies
UBS Global Asset Management launched its US Fundamental Equity Market Neutral strategy - one of a relative few market neutral strategies based on fundamental analysis, rather than quantitative...
Prudential Adds Investment Choices for Variable Annuities
Prudential Annuities introduced three new turn-key asset allocation investment options for variable annuity clients.
Advisers Looking for More Guarantees for Clients
The majority of advisers said the cost of living given the current economic environment will impact their clients’ retirement timeline, according to the latest Brinker Barometer survey.
TD AMERITRADE Introduces Fixed-Income Investment Tool
TD AMERITRADE Holding Corporation, introduced Bond Wizard, a tool to help investors find bonds and certificates of deposits (CDs) or build a bond ladder.
Institutional Investors Stick with Alternative Investments
JPMorgan research found that institutions are keeping alternative investment allocations intact.
Lucido Leaves Watson Wyatt to Lead New Fidelity Practice
Bob Lucido joined Fidelity Investments as a senior vice president in charge of a newly created Human Resource Strategy practice for Fidelity’s Consulting Services business, the company said.
Taking a Closer Look at Target-Date Funds
A consultant at Russell Investments offers 12 nuggets of advice for selecting target-date funds for DC plans.
Emerald’s Alternative Allocation Strategies Offered on FOLIOfn Platform
Investment manager Emerald Asset Advisors, LLC, said its alternative strategies are now available on the FOLIOfn Institutional platform.
ProShares Launches Two Short ETFs in Energy, Financial Sectors
ProShares announced new funds that leverage desirable exposure to the oil and financial sectors.
World Equity Markets Continue Upward Track
Emerging world equity markets gained 2.34% in May, while developed world markets returned 1.85%, according to Standard&Poor’s monthly stock market review, the World By Numbers.
Q1 Sees DC Flight to Safety
Defined contribution participants chased performance in the face of first-quarter volatility this year, according to Callan Defined Contribution Index data.
investment-oriented
An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can advisers do?