Tag: Markets

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. 

Portfolio management was the second big focus, Fidelity found.

Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international...

Investors experiencing underperformance prefer increases in active investing, objective-based investing or allocations to alternatives to grow portfolios, a report found.

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

Asset International, publisher of PLANADVISER and PLANSPONSOR, has launched a new research library compiling data and analysis from across its global media and analytics businesses.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

More than eight in 10 advisers polled by Eaton Vance report fear is the primary motivator for clients.                 

A negative number, that is.

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.