Tag: Investment analytics

A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...

A challenging macro environment and volatility are topics advisers should address with their clients.

How ‘robo’ methods turned the investment strategy into a viable default for 401(k) plans. 

Nationwide beefs up investment solution builder program; Acuitas establishes new long/short equity option designed for retirement plans; LGIMA touts new liability-based funds for small and mid-sized pensions. 

For some clients there are major potential benefits in converting pre-tax retirement plan accounts to a Roth account. For others it’s a pretty bad idea and can lead...

Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October. 

GIC/stable value funds led inflows during the month. 

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership. 

University researchers found institutional investors using concentrated investment strategies fared better than more diversified investors.

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

The way investors treat their assets is changing, especially among Millennials.

Investor demand for international equity offerings tumbled again, attracting just $3.8 billion in September, according to Strategic Insight.

One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great...

Cerulli Associates finds “fiduciary fears” are supporting flows into lower-cost, passive products, but many plan sponsors overestimate their ability to mitigate fiduciary liability through indexed investments.

Expanded equity analytics data service from Exchange Data International and new portfolio models from Pershing LLC.

The downturn has created “post-crash skeptics.”

A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.

Bond ladders can be built to perform well in a variety of interest rate environments.

It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike.