Tag: Markets

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

Plan sponsors that offer money market investments in their defined contribution plans should start talking with their investment advisers to evaluate their money market strategy, says Robert C....

Many Americans hold serious reservations about investing in the stock and bond markets, according to a recent COUNTRY Financial Security Index survey on investor confidence.

Long-term funds of all types attracted $30 billion in July, lifting year-to-date net inflows to $293 billion, according to Strategic Insight (SI), an Asset International company.

The funded status of the largest corporate defined benefit (DB) pension plans decreased by $5 billion during July, according to data from Milliman, Inc.

July was light in trading activity for defined contribution plans, with only 0.019% of balances transferring, according to Aon Hewitt’s 401(k) Index.

The Wells Fargo/Gallup Investor and Retirement Optimism Index slipped eight points in the second quarter to reach +29, driven by increased pessimism among retirees.

Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

Market corrections are notoriously difficult—many say impossible—to predict, but that doesn’t mean investors should abandon the idea of preparing in advance for the next correction.

Retirement plan sponsors may want to offer so-called responsible investment options in their plans, but may have some concerns.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

New Securities and Exchange Commission (SEC) rule amendments establish structural and operational reforms aimed at addressing “run risks” in money market funds.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.