Tag: Investment analytics

Liabilities still outpaced the growth in assets for the 16 publicly listed U.S. corporations with pension liabilities of more than $20 billion, according to an analysis conducted by...

Fund managers have turned significantly more cautious about the prospects for world growth and investment returns, according to a global survey of investment managers by Towers Watson.

 Only 9% of more than 5,000 investment strategies achieve the highest environmental, social and governance (ESG) ratings, according to an analysis performed by Mercer’s Investments business.   

Principal Financial Group released a white paper called “Income Distribution: Comparing a Bucket Strategy and a Systematic Withdrawal Strategy.” 

The majority of institutional asset owners closed 2011 in positive territory, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS). 

The long-run outlook for the global stock market is likely to be attractive despite a backdrop of elevated market volatility, below-average growth expectations, and near-0% short-term interest rates,...

Few investors are aware that the U.S. stock market has outperformed BRIC markets for four years, according to research from Richard Bernstein Advisors LLC.

Eighteen percent of Americans say planning for retirement is an area they want to work on in 2012.

Investors should expect another turbulent year of market volatility caused by a mix of heightened policy risk, political uncertainty, low growth and low interest rates. 

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012.   

J.P. Morgan Asset Management released assumptions in regards to the long-term capital market returns.  

Morgan Stanley Smith Barney has made enhancements to its consulting capabilities for defined contribution plans. 

Towers Watson believes that stable value investors should be aware of a few shifts brought on by a combination of an underlying structural change and recent economic stress.  

The Greenwich Roundtable released a white paper discussing how investors can manage complexity of alternative investments to improve their returns.

A report from the Center for Retirement Research at Boston College suggests that for corporate pension plans, the potential diversification benefits from investing in alternative investments may be...

Charles Schwab clients’ financial sentiments declined in the third quarter, hitting the lowest level in two years.  

Principal Funds has launched the Principal Global Multi-Strategy Fund, designed with risk-adverse near-retirees in mind.  

Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.

Morningstar, Inc. introduced forward-looking, analyst-driven global fund ratings for approximately 350 U.S. funds.  

Eighty percent of Fidelity Investment’s affluent customers expect market volatility to be the norm for the extended future.