Tag: Investing

As concern over benefits costs rises, companies also worry about their employees’ ability to save adequately within defined contribution (DC) plans, a Prudential survey found.

Those who are best prepared for retirement are most likely to work with a financial adviser, according to the Putnam Lifetime Income Score.   

Arrow Investment Advisors launched institutional share classes for the firm’s five tactical and alternative investment mutual funds. 

A former JPMorgan Chase & Co. employee is suing the firm on behalf of retirement plan participants who lost money after the bank reported a $2 billion trading...

Institutional investors are increasingly turning to exchange-traded funds (ETFs) for a variety of fund management practices.

Financial advisers are increasingly turning to closed-end funds, especially for retirement income, a study by Aberdeen Asset Management found.

 Several Morningstar divisions sent a letter to the Securities and Exchange Commission (SEC) urging the regulator to require target-date series to provide more details on the investments.

Protecting retirement assets from risk is the most important concern for Americans of every age, according to Charles Schwab’s quarterly Retirement Pulse Survey.

 Volatility is still a concern for individual investors, but they are willing to take on more risk, say advisers surveyed by Natixis Global Asset Management.   

Institutional investors are finding increasingly strategic uses for exchange-traded funds (ETFs), according to a study from Greenwich Associates.

Cohen & Steers released a white paper that discusses the merits of real assets—commodities, real estate and natural resources—in a defined contribution (DC) portfolio.

 Jefferson National increased its alternative investment offerings with a number of fund additions.  

A workplace investor education program field tested in three states increased employee participation in workplace savings and investing programs, its creators claim.

Fidelity Investments launched its first global equity income funds.  

Sustainable investing has become of more interest to investors and plan sponsors.

 Investors put only $26.5 billion in net inflows into stock and bond mutual funds in the U.S. in April.     

The median return of BNY Mellon’s U.S. Master Trust Universe was 7.12% for the first quarter of 2012. 

It was a relatively quiet year on the target-date fund glide path front—at least as far as major equity/fixed-income changes go, according to Morningstar.

Exchange-traded fund (ETF) assets dropped by $5.3 billion (0.4%) in April.

A research paper from Russell Investments explores the impact of adding "real assets" to a defined contribution (DC) plan menu.