Tag: Investment Managers

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

The strong growth of passive investment products shows little sign of slowing over the short term and could signal an important secular trend, according to new research from...

Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

For first quarter 2014, target-date funds were muted in terms of performance amid healthy cash flows into the funds, says Ibbotson Associates Inc.

The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.

The glide path of a target-date fund (TDF) should reach its landing point at the investor's actual retirement date, according to a new BlackRock study.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

The Internal Revenue Service (IRS) is seeking comments about the definition of real property for real estate investment trust (REIT) investments.

The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.

Global asset management firm Schroders hired Marc Mayer to lead its institutional business initiatives in North America.

The funded status of the largest U.S. corporate defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman Inc.

The Towers Watson Pension Index dropped 1.2% for the month of April to reach a value of 74.3, showing a decrease in the funded status of U.S. corporate...

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

Funding for corporate defined benefit (DB) plans decreased in April, says an analysis from the BNY Mellon Investment Strategy and Solutions Group (ISSG).