Tag: Equities

International equity offerings attracted nearly $25 million for the month.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

Extreme equity investing in DC retirement plans has declined.

Towers Watson's Global Survey of Investment and Economic Expectations found pension fund managers anticipate fairly conservative investing approaches, but optimism remain optimistic about the years ahead.

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

Participants in defined contribution plans did little to rebalance their portfolios in February.

Home-country bias in equity holdings has declined among pension plans globally.

In 2015, the question for defined benefit plan sponsors and their advisers will not just be, “What will interest rates do?”

Investor skepticism gives way to optimism, the equities market will continue delivering (but brace for a rocky ride) and retirement plans will want to take a hard look...

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.

With markets less volatile than in October, 401(k) participants slowed transfer activity in November.

Robust equity market returns fueled a 10.7% asset growth across U.S. institutional investing channels during 2013, according to an analysis from Cerulli Associates.

Volatility is likely to continue, and the global picture shows U.S. and China as the drivers of economic growth, according to fixed-income and equity pros at Voya Financial.

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.