Tag: Benchmarks

Institutional investors posted mixed returns in Q213, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS).

Defined contribution (DC) plan participants’ daily transfer volumes remained steady in June, according to the Aon Hewitt 401(k) Index.

Exchange-traded fund (ETF) assets decreased by $59.7 billion, or 4%, in June.

Investment returns in defined benefit (DB) retirement plans outperformed those in defined contribution (DC) plans in 2011 by the widest margin since the mid-1990s, according to a new...

Plan Outcome Assessment will analyze defined contribution (DC) plans to help plan sponsors gauge their participants’ retirement readiness. 

In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds, according to Morningstar.

Goldman Sachs Asset Management (GSAM) launched the Goldman Sachs World Bond Fund (Class A Share: GWRAX). 

Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.

 Putnam Investments  aims to shine a light on the critical role of innovation in driving outcomes for advisers and investors.   

Concern over market volatility remains on high alert, and returns are expected to dip, according to research by Casey Quirk and eVestment.

Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.

Active investors may find themselves frustrated by the small number of diversification opportunities in their employer-sponsored retirement plans.

Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.

Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.

Invesco Distributors Inc. rolled out an iPad app designed specifically for advisers who work closely with defined contribution (DC) retirement plans.

Nearly all institutional plans showed positive returns for the third quarter, while 12-month returns hit double digits, Wilshire found.

Most investors ages 21 to 50 remain focused on saving for retirement, according to an online survey conducted by Harris Interactive on behalf of T. Rowe Price.

Portfolio Evaluations Inc. (PEI) launched a fiduciary protection program, PEI Shield, which aims to help retirement plan fiduciaries with evolving fiduciary regulations and requirements.

Vanguard announced new benchmark indices for 22 of its index funds.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.