Tag: Markets

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.

Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty. 

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

Data from Cerulli Associates shows a bright future for fee-based advisory arrangements—but individual advisory firms may struggle to maintain profitability. 

In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Bob Doll says the GOP sweep is poised to help corporations and boost the economy.

Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.

Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.

Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...

More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.

Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.

Trustworthiness is a must-have ingredient for brand consideration in the defined contribution (DC) industry, according to a new analysis from Cogent Reports. 

Wells Fargo faces a third ERISA stock drop lawsuit in the U. S. District Court for the District of Minnesota.

Net redemptions from Money Market funds in September totaled $21.1 billion.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss.