Tag: Markets

March was a light trading month for defined contribution (DC) plan participants, according to Aon Hewitt’s 401(k) Index.

The estimated cost, as a percentage of accounting liability, of a U.S. retiree annuity purchase decreased during February from 108.5% to 108.4%, according to Mercer.

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

The young and affluent members of Generation Y (a.k.a., Millennials) show a higher use of online brokerage accounts over defined contribution (DC) plans, says a new study.

It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.

Insurance provider Allianz Life has joined others in the retirement industry to support National Retirement Planning Week.

The Bank of New York Mellon is accepting new investors into the Mellon Stable Value Fund, a bank-sponsored collective investment fund for defined contribution benefit trusts.

The funded status of the typical U.S. corporate pension plan declined 0.5 percentage points in March to 92.1%, according to the BNY Mellon Investment Strategy & Solutions Group...

Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.

CenterSquare Investment Management, Inc. has launched the CenterSquare Value-Added Fund III, L.P.

New investment services technologies will strain existing financial advice models, but the same factors should continue to define who succeeds in the marketplace.

For February, the average cost of purchasing annuities from an insurer decreased slightly from 108.5% to 108.4% of the accounting liability, according to the Mercer U.S. Pension Buyout...

The Securities and Exchange Commission (SEC) has recently made analyses related to money market fund reform available to the public.

Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year, according to an analysis from the Investment Company Institute (ICI).

Global markets are well past the point where investors can ignore the sustainability profile of the stocks and bonds they’re holding, says Gerrit Heyns of Osmosis Investment Management.

The first quarter of 2014 saw very light pension rebalancing flows, but liability-driven investing (LDI) and de-risking strategies continue to pick up steam.

While retirement plan sponsors will find the market for getting into stable value funds has improved, the threat of rising interest rates poses a risk they need to...

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, remained basically unchanged through February and into March.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

For the United States, the estimated cost, as a percentage of accounting liability, of a retiree annuity purchase remained level during January at 108.5%, according to the Mercer...