Tag: Investment analytics

Even with the option to be more conservative or aggressive, most participants still stick to a moderate glide path.

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

Wilshire Associates announced the launch of the “Powered by Wilshire” solution, allowing investment advisers and managers to merge their own index methodology with Wilshire’s index calculation engine and...

Net new flows to stock and bond funds totaled $28 billion in April, according to Strategic Insight, an Asset International company.

Bond exchange-traded funds are taking on an increasingly vital role in institutional portfolios as regulations have forced global bond dealers to reduce their inventories and market-making activities.

Combined elements of Russell Investments and the London Stock Exchange Group will operate under a newly the established brand, FTSE Russell.

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.

Morningstar says it has launched one of the first market-monitoring applications (apps) for use on the Apple Watch.

The need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services, according to the latest research from global...

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

Retirement plan service providers are keeping up with new trends and can help plan sponsors do so as well.

Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

The estimated cost of purchasing future lifetime retirement income for workers in their 50s and 60s climbed during the first quarter of 2015, according to BlackRock’s CoRI Retirement...