Finding Growth in Market Vibrations
Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.
Tag: Investment Managers
What 'Bond King' Move Means for Plan Clients
Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.
Investors’ Appetite for Alternatives Still Growing
A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.
AllianceBernstein Expands Defined Contribution Team
Investment management firm AllianceBernstein L.P. announced three new hires to its defined contribution team.
Securian Names Director of Investment Resource Group
Jeffrey McGrath was promoted to director of the investment resource group at Securian Financial Services Inc., the Securian Financial Group broker/dealer.
Assessing the Adviser’s Role in Managed Accounts
The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.
BlackRock Pulls the Plug on Several ETFs
BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.
Rethinking Risk and Return in Equity Portfolios
Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.
Guardian Adds Investment Options to Retirement Platforms
The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.
Software Firm Says It Is Ready to Disrupt DC Industry
Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.
Northern Trust Names Global Head of Institutional Distribution
John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management.
Plan Strategies Introduces Portfolio Allocation Solutions
Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.
Court Blocks DC Plan Participant Claims Against Madoff Trustee
A federal bankruptcy judge has affirmed the denial of recovery claims from retirement plan participants who indirectly invested in the now-infamous Bernie Madoff Ponzi scheme.
FMA Expands Investment Research Team
Fiduciary Management Associates (FMA) has added two senior investment professionals, John Nelson and Xiaoling Wang, to its investment research and analysis staff.
SEC Adopts Reforms to Increase Transparency of Investments
The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...
ESG Investing Slowly Going Mainstream
Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies as a lasting trend.
Looking Beyond Past Performance in Manager Selection
A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment manager performance.
Lincoln Enhances Investment Choice for Small Retirement Plans
Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.
AllianceBernstein Plans Multi-Manager TDFs
A new target-date fund series will be co-managed by Morningstar Associates and AllianceBernstein, and boasts a diverse cast of managers, including Franklin Templeton and PIMCO.