Tag: Equities

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...

If General Motors completes its initial public offering on or before, November 19, 2010, it will be added to the Wilshire 5000 Total Market Index, effective after U.S....

Morgan Stanley Smith Barney’s Global Investment Committee hosted a press briefing today to discuss its outlook for 2011.  

For the first time in five months, 401(k) participants’ asset transfers were equity oriented after a long run of being fixed-income directed, according to the latest Aon Hewitt...

Stock and bond funds experienced net inflows of $44.6 billion in September, according to Financial Research Corporation (FRC).

Gannett Welsh & Kotler, LLC (GW&K), a manager of active fixed income and equity investment strategies, announced the hiring of John Brescia and Michael Clare for institutional sales...

ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.

Russell Investments launched the first five equity benchmarks in a series of equal weight equity indexes that reflect U.S. and global market segments.

An MFS Investment Management survey found misperceptions regarding asset allocation and retirement readiness. 

State Street Global Advisors (SSgA) announced two appointments to its fixed income and equity investment teams.

The latest data from the Aon Hewitt 401(k) Index for September indicates that asset movement slightly favored fixed income, despite the strength of equity markets during the month.

Real Estate Investment Trust (REIT) returns were nearly five times greater than those of the broader U.S. equity market in the first three quarters of 2010.

Morningstar has revised its classification structure for global equities based on the market a company serves rather than the type of business it conducts.

In another shift in the asset management industry, AllianceBernstein L.P. announced it has acquired SunAmerica's alternative investments group.

EPFR Global-tracked Emerging Markets, U.S. and Global Bond Funds remain on track for record-setting years going into the fourth quarter, as are Global Emerging Markets (GEM) Equity Funds.

Putnam Investments has launched a suite of multi-cap equity funds designed to provide investors with exposure to the U.S. stocks within the value, core/blend and growth style universes.

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.

Advisers responding to a recent survey say clients are at risk of falling short of their financial goals if corrective action is not taken.

Investors pumped $126 billion into equity/mixed, bond, and other long-term mutual funds in April on a net basis.

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its U.S. equity indexes are reconstituted...