Tag: Investment Managers

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. 

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...

Findings from a Northern Trust survey show corporate earnings and U.S. economic growth are among the top concerns of global asset managers—but even with emerging volatility managers are...

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

Pacific Funds has added six new U.S. equity funds to its family of mutual funds.

Retirement plans across the U.S. argued they were misled about the riskiness of funds exposed to the firm’s much-maligned “London Whale” trading losses in 2012. 

The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism.

More than 75% of asset managers expect to see an increase in RFPs, RFIs, and due diligence questionnaires in the next 12 months, according to Cerulli Associates. 

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

Goldman Sachs Asset Management predicts the world’s major economies will grind out another year of modest growth in 2016, even as central bank policies diverge.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

Approximately $200 million or more of the total of $400 million of expenses falling within certain categories being reviewed may have been incorrectly invoiced.

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

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.