Tag: Equities

Institutional market influence was most prominent within the equity exchange-traded fund (ETF) space in 2012, according to Strategic Insight, an Asset International company.

January mutual fund flows of $86.6 billion were record-breaking, and exchange-traded fund (ETF) assets reached a new high of $1.4 trillion at the end of the month.

The most researched investments in 2012 on Morningstar platforms showed growing interest in U.S. equities.

Fidelity Investments said it would close the Fidelity Small Cap Value Fund (retail and adviser share classes) to new accounts.

Fund managers have turned more optimistic about the prospects for equity returns while remaining negative on world growth and medium-term government bonds.

Institutional investors continue to diversify their investment portfolios into alternative assets, according to Towers Watson.

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

Stock and bond mutual fund net inflows reached and possibly exceeded $90 billion during January, excluding additional inflows to exchange-traded funds (ETFs).

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

Fidelity Investments is closing Fidelity Small Cap Discovery Fund (FSCRX) to new accounts.

Investors should remain defensive in 2013 but at the same time not be averse to taking on some risk, according to a Prudential expert.

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

Shifting sales strategies cause asset managers to focus on value-add programs, research found.

Supplemental, non-qualified retirement plans are important for executives earning more than $125K annually.

A Vanguard study finds defined benefit (DB) plan sponsors are planning fewer design and investment changes than two years ago.

Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level since August 2011.

The markets are underestimating global growth, according to ING sources.

Volatility is likely to continue with current market conditions, but investors should keep a long-term outlook.

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