Search results for: volatility

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.

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...

Nine U.S. equity investment styles posted negative returns in July, with greatest drop coming from SmallCap 600, according to Standard&Poor’s.

Managed money accounts (70%) top advisers’ rankings of investment vehicles “gaining the most favor″ with their clients.

I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.

I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.

On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.

Within three years, socially responsible investment (SRI) options in defined contribution retirement plans by 2010 will have 60% market penetration.

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...

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...

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...

The Citi Smith Barney Working Wealth Investor Poll for May indicates a u-turn in affluent investors’ confidence.

Why do most not save enough for retirement?

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.

A recently released white paper from JPMorgan Asset Management Group suggests most industry assumptions for target-date funds are oversimplified.

In response to the rapid growth of investor interest in emerging markets and foreign exchange as asset classes in recent years, AIG Financial Products Corp (AIG-FP) has launched...

Janus Capital Group Inc. subsidiary Enhanced Investment Technologies LLC (INTECH) has announced the launch of its Collared Long/Short (120/20) strategy, which will be available to both U.S. and...

Pennsylvania-based investment management firm Symons Capital Management has introduced two new mutual funds for retirement plans and other institutional investors.

OppenheimerFunds, Inc. has launched a suite of lifecycle funds.

Barclays Global Investors filed with the Securities and Exchange Commission (SEC) last week to offer the first exchange-traded fund (ETF) that tracks the high-yield corporate bond market.