Tag: Markets

Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. 

Exchange-traded funds have struggled for years to enter the defined contribution market; they could see more success under a tighter fee and regulatory environment. 

Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes. 

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

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.