Personalizing TDFs Creates Better Outcomes
Considering factors other than participant age when determining target-date fund (TDF) asset-allocation strategy can improve outcomes.
Tag: Investment analytics
U.S. Stock Funds Post Another Month of Outflows
Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.
Retirement Income Market Is Shrinking
The annual snapshot of U.S. household finances from Hearts & Wallets reveals a prolonged negative impact on retirees as a result of low interest rates.
Advisers Struggle With Investor Fears
Advisers remain committed to global investments amidst uncertainty and client demands, Russell Investments found.
servicing strategies
Investment Committee Checklist
Here are some important guidelines an investment committee should consider on a regular basis.
Acadian Unveils Dividend-Based Equity Strategy
An alpha-generating investment process that draws on the global dividend-paying universe was developed by Acadian Asset Management LLC.
Morningstar Rolls Out Commodities Platform
Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.
Investors Looking at Strategies to Combat Low Interest Rates
As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.
Sammons Retirement Unveils Asset-Allocation Models
LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.
Risk Loses Appeal for Investors
One in three investors said they are less willing to take on risk, and many regret pre-recession financial decisions, a TD Ameritrade Investor poll found.
Schwab Adds Value Line Asset Allocation to OneSource Select List
The Value Line Asset Allocation Fund (VLAAX) has been added to the Schwab Mutual Fund OneSource Select List.
Mutual Fund Flows Bounce Back in July
Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.
Investors Continued to Seek Safety in July
The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.
Professional Capital Services Updates Plan Model Tools
Professional Capital Services LLC (PCS) updated its retirement plan model management tools.
Investor Confidence Index Up Slightly in July
Investor confidence increased slightly in July, according to a report.
Callan Introduces Interactive Target-Date Index
Callan Associates is making its Callan Target Date Index publicly available through an interactive tool.
Target Maturity Funds Have Tough Second Quarter
Global equity markets rallied in June, but second-quarter performance suffered as the global economic picture showed little signs of sustained improvement, a report found.
Vanguard Principal Advises Against “Rearview Mirror Investing”
Exchange-traded fund (ETF) providers compensate for the lack of live data on new funds by using an index’s back-tested data to predict performance, a report found.