Tag: Markets

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. 

Fidelity is launching three new low-cost index funds. 

Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. 

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner. 

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to finish. 

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

Those with 100% of their portfolio in a target-date fund are the least likely to exchange funds.

“RiskPro will help ensure that advisers build portfolios that are in their clients' best interests, as required by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. 

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...

More plan sponsors than ever are looking to convert their pensions to group annuities.

New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain? 

Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting. 

Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...

While investment managers are increasingly reserved in their predictions about near- and mid-term economic growth, retirement plan participants are still banking out outsized returns.  

Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. 

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

Stronger bond returns could not match weaker U.S. and falling developed market equity returns, according to the Wilshire Trust Universe Comparison Service, dragging down institutional investor performance.