A Mere 0.14% of DC Balances Were Traded in May
When trades were made, there was a continued movement away from equities into fixed income.
Tag: Equities
When a Downward Trend in the Average Deferral Rate Is a Good Thing
Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a...
401(k) Investors Moved From Equities into Fixed Income in April
The flows went primarily to bond, stable value and money market funds.
Volatility, Strategic Thinking, and Long-Term Perspective
PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective...
Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
Guide to the Markets Forecasts Inflation Pressure, Yield Curve Questions
The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to...
Bond Manager Reflects on Industry Change, Increased Role of LDI
The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...
Fee, Share Class Shifts at Schwab and Putnam Reflect Vigorous DCIO Competition
Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive...
P-Solve Report Questions Some Common TDF Manager Practices
“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,”...
Self-Reporting to SEC of 12b-1 Conflicts of Interest Not Without Risk
Offering some preliminary commentary on the SEC’s newly announced adviser 12b-1 fee conflict of interest “amnesty” program, as it’s being referred to in the trade media, Wagner Law...
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...
Endowment Index Shifts With Evolving Markets
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
NYC Public Pension ESG Investing Debate Renews a Fight Familiar to Some
Recent criticism of public pensions’ sizable push into ESG investing echoes valid concerns voiced in the past—but the ecosystem of environmental, social and governance investing has matured in...
After ‘Perfect’ 2017, Bob Doll and Nuveen Equity Team Voice 2018 Optimism
“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...
Fixed Income Portfolio Outlook for 2018
Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu...
Assessing U.S. Retirement Allocations in a Global Context
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
Target-Date Funds See Net Outflows From Retirement Accounts in October
However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
NEPC Recommends Investment Strategies for Pensions in a Low-Return Environment
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
Market Highs Reinforce Importance of Risk Reviews
LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline.