Tag: Benchmarks

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

Forty percent say this information is “very important” when selecting a mutual fund, ICI found in a survey.

Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance. 

LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. 

Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.

The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year. 

PLANADVISER learns from Morningstar's research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs.

BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.

Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

The growth of 4.67% is the highest quarterly bump for the index since the end of 2013.

Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers. 

Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index

 

Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan. 

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt.