Tag: Markets

Even with strong capital market performance, many liability-driven investors decreased equity allocations this year in favor of fixed-income vehicles.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Actively and passively managed funds can complement each other and allow investors to fill portfolios with the best investment opportunities, both within and across markets.

An analysis has found a fixed-income strategy that may work regardless of interest rate behavior, according to Principal Financial Group.

Perception is reality—at least when it comes to movements in investor optimism.

The Dietrich Pension Risk Transfer (PRT) Index increased fractionally during November.

The Milliman 100 Pension Funding Index shows that the funded status of the 100 largest corporate defined benefit (DB) pension plans improved to 93.9% during November.

State Street Global Exchange expanded participation in the Wilshire Trust Universe Comparison Service (TUCS).

The Towers Watson Pension Index reached a five-year high during November.

A research brief from Russell Investments finds that funding levels for pension plans improved significantly in the last year.

Investors can expect more broad-based and self-sustaining recovery next year as economic conditions in the U.S. and Europe continue to improve, new analysis shows.

Both defined benefit (DB) and defined contribution (DC) plans can benefit from outsourcing chief investment officer functions, says Debra Woida, delegated investment services head at Towers Watson.

The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

Socially responsible investing is no longer just a matter of screening out companies with interests in the “big five” industries—alcohol, tobacco, gambling, pornography and firearms.

The Aon Hewitt 401(k) Index showed six days of above-normal daily transfer activity during the month of October.

Equity funds and exchange-traded funds (ETFs) are on track to attract $450 billion in 2013.

Estimated mutual fund inflows for October set the highest monthly pace measured since January, with U.S. equity funds collecting $10.5 billion in new assets.

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

Inflows to equity strategies remained strongly positive in September, clocking in at $40 billion for equity mutual funds and ETFs.