Dow Jones Introduces Successor to Dow Jones Wilshire Indexes
Dow Jones Indexes has introduced the Dow Jones Total Stock Market Indexes, which will serve as its primary global benchmark family.
Tag: Benchmarks
Fiduciary Benchmarks Opens Plan Data Portal
Fiduciary Benchmarks, Inc. has launched a data portal designed to provide an adviser, consultant, recordkeeper, other service provider or fiduciary with customized plan benchmarking reports.
7Twelve Releases Balanced Fund Benchmark
The 7Twelve Balanced Portfolio offers a new way to look at benchmarking balanced funds.
S&P Index Targets Companies with Low Carbon Footprints
Standard&Poor's announced the launch of the first in a series of global low carbon indexes to meet investor demands for environmentally focused indexes.
Vanguard Unveils Bond Fund for Asset Allocation Offerings
The Vanguard Group has introduced a bond index fund for use by Vanguard funds, including Vanguard's Target Retirement and LifeStrategy funds, which invest in other Vanguard offerings.
2008 a Year of Records for Hewitt 401(k) Index
As a reaction to the plunging stock market, the overall transfer activity in the Hewitt 401(k) Index was significantly higher in 2008 than in previous years.
PIMCO Says Index Positions Investors for Global Economic Shifts
Calling it an "index for a changing world," investment manager PIMCO has introduced the PIMCO Global Advantage Bond Index (GLADI).
Spectrem Millionaire, Affluent Investor Indexes Up in December
The Spectrem Millionaire Investor Index (SMII) saw its largest increase ever when it jumped 16 points in December to -23.
S&P Sees December as Glimmer of Hope in Otherwise Bad Year
Global equity markets rebounded in December, according to Standard&Poor’s Index Services monthly global stock market review, “World by Numbers.″
intro
Success Full
As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
investment-oriented
An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can advisers do?
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
investment-oriented
Measuring the Unmeasurable
Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?