Tag: Investment analytics

Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...

The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.

“Low growth, low interest rates and fully valued equities make the hope for strong future returns just that—a hope,” new research from Willis Towers Watson warns. 

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

Predictions vary around market returns and interest rates for 2017, although some have predicted rates solidly above 5% by the end of 2018. 

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Fiduciaries have a lot of responsibilities, but they are not required to predict the future, and cannot be held liable for deciding to avoid risks that, in hindsight,...

Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure. 

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

“Many advisers feel left behind by the robo-movement,” the firm suggests, “but they don’t have to feel threatened or left out.”

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Federal data collection efforts to date have captured little information on retirement accounts holding unconventional assets—such as real estate, precious metals, private equity, and virtual currency. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed....

Data from Cerulli Associates shows a bright future for fee-based advisory arrangements—but individual advisory firms may struggle to maintain profitability. 

Outsourced chief investment officer assets managed with discretion have more than doubled to nearly $1.3 trillion over the past five years, according to Cerulli Associates. 

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.