Tag: Markets

The diversity of investment options available for today’s 401(k) plans can be overwhelming, so it is important for employers to understand the nuts and bolts of the investments...

Robust equity market returns fueled a 10.7% asset growth across U.S. institutional investing channels during 2013, according to an analysis from Cerulli Associates.

Volatility is likely to continue, and the global picture shows U.S. and China as the drivers of economic growth, according to fixed-income and equity pros at Voya Financial.

Despite global economic concerns of slowing growth, average equity fund returns ended in positive territory for October, according to Strategic Insight (SI), an Asset International company.

Finding yield remains a top consideration for investors choosing fixed-income investments, according to a new survey from Franklin Templeton Investments.

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Total private defined contribution (DC) plan assets surpassed $4.7 trillion at the end of 2013, with $1 trillion in adviser-sold channels, according to Cerulli Associates.

Long-term mutual funds experienced net outflows of $900 million in September, according to Strategic Insight (SI), an Asset International Company.

Does choosing only low-cost, passive investments for retirement plan fund menus optimize the outcomes for participants?

“There is a new financial era. Accept it and modify your behavior accordingly, so that your future is safe, secure, and you look forward to a brighter tomorrow,”...

Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.

Russell Investments says global, multi-asset active management will best serve long-term retirement investors as the low-growth, low-inflation, low-rate environment persists into the fourth quarter of 2014.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...

Investors deem caution towards the stock market as wise, and Social Security is key to retirement confidence, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index.

Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.