Tag: Investment analytics

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

ESOP repurchase liability can be difficult to predict and measure, making a real headache for plan sponsors. 

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

A negative number, that is.

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Market volatility, longevity and PBGC premiums are prompting sponsors to take a harder look at funding levels.

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers...

The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.