Tag: Equities

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

New analysis from State Street Global Advisors (SSgA) shows smart beta strategies, designed to take advantage of both active and passive investing principals, are gaining popularity.

The Towers Watson Pension Index dropped 5.1% in January.

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...

Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Funding levels of pension plans sponsored by S&P 1500 companies fell 6% in January, according to data from Mercer.

The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.