Tag: Investment analytics

Department of Labor advisory opinions make it challenging to include environmental, social or governance (ESG) investing themes in a tax-advantaged retirement plan, but some investment managers want to...

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

Participants in defined contribution plans did little to rebalance their portfolios in February.

Charles Schwab launched an automated investment advisory service, Schwab Intelligent Portfolios, aimed at simplifying client portfolio maintenance.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so it’s no big surprise they are struggling with...

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

Underlying 401(k) investment fees declined for both small and large retirement plans in 2014, according to the 15th edition of the 401k Averages Book.

Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.

Home-country bias in equity holdings has declined among pension plans globally.

A new report from Kasina finds institutional asset managers, fund providers and insurers view the financial advisory industry as an area with strong growth potential.

An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.