Search results for: volatility
SEI Says Advisers Most Focused on Communication in ‘08
As the year comes to a close, advisers are planning ahead for 2008 and, according to a recent poll by the SEI Advisor Network, advisers’ New Years resolutions...
Individual 401(k) Includes Income for Life Option
AIG SunAmerica Retirement Markets, Inc. has introduced the AIG SunAmerica Individual 401(k), including an “income for life†option for millions of eligible self-employed business owners.
WisdomTree Launches 401(k) Platform
WisdomTree Investments, Inc., today launched a new 401(k) plan solution that uses exchange-traded funds (ETFs) as the core investments.
Money Fund Managers Concentrating on Safety Says S&P
A new Standard and Poor’s study found that money fund managers are concentrating on safety and liquidity and downplaying yield.
S&P : A Bleak August for Emerging, Developed Equities
Standard&Poor’s said Tuesday the world’s emerging and developed equity markets posted negative returns in August, with emerging markets dropping 1.94% and developed markets giving back 0.36% over the...
Longevity Risk Leading to Widening Retirement Income Gap
Over half (53%) of pre-retirees indicated they are concerned about outliving their retirement savings, according to the Fidelity Research Institute.
Vanguard Proposes Benchmarking Approach for Target-Date Funds
Return-expectations and savings sufficiency can be more efficient benchmarks for target-date funds than are those used currently, according to a new paper from Vanguard Investment Counseling and Research.
Employees Financially Worse Off Than Last Year
More than half (56%) of employees say they are financially worse off this year than they were last year, and 30% say they are one major setback away...
All S&P Investment Styles See Red in July
Nine U.S. equity investment styles posted negative returns in July, with greatest drop coming from SmallCap 600, according to Standard&Poor’s.
Advisers Say Clients Like Managed Accounts
Managed money accounts (70%) top advisers’ rankings of investment vehicles “gaining the most favor″ with their clients.
IMHO: Other People’s Money
I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.
IMHO: Other People’s Money
I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.
Annual Reconstitution of Russell 3000 Announced
On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.
SRI Options in DC Plans Will Grow
Within three years, socially responsible investment (SRI) options in defined contribution retirement plans by 2010 will have 60% market penetration.
Prudential Adds Variable Investment Options to COLI Product
Prudential Financial, Inc. has come out with a group of variable universal life insurance contracts for informally funding nonqualified benefit plans, including Supplemental Employee Retirement Plans (SERPS) and...
North America Expected to Continue to Lead REIT Market
Investments in the global real estate market are gaining traction as a way for investors to diversify their portfolios, a recent study commissioned by the National Association of...
DB Market To Experience Major Upheaval
The U.S. defined benefit pension market is going to be hit with a massive shakeup that will see three-quarters of private-sector DB assets frozen or terminated in the...
Affluent Investors Have Increased Confidence About Investment Climate
The Citi Smith Barney Working Wealth Investor Poll for May indicates a u-turn in affluent investors’ confidence.
Adviser Sentiment is Positive for Year Ahead
Why do most not save enough for retirement?
Hedge Funds Beat S&P and MSCI in First Quarter
Hedge funds posted 2.10% returns for the first quarter, outperforming the S&P 500 and the MSCI World Index, according to research from Morningstar, Inc.