Tag: Markets

Oppenheimer rolled out a fund, the Oppenheimer Diversified Alternatives fund, focused on nontraditional growth and income.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

The 2012 “risk bullies” caused investors to leave equity funds, creating double trouble.

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.

Bell Investment Advisors, a registered investment advisory firm in the Bay Area, will host a webinar, “Year-End Review and 2013 Preview,” on December 6.

New York Life Investments and Reliance Trust Company have introduced a stable value fund.

An institutional investor equities holdings comparison platform was introduced by eVestment. 

A report underscores the necessity and analyzes the techniques available for defined benefit plans to hedge interest rate risk.

A 4% spending goal may still be a reasonable starting point for investors who follow a total-return spending approach, a research paper concludes.

Stock and bond funds saw more than $1 trillion of capital appreciation in 2012 so far, according to Strategic Insight.

The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.

The markets are underestimating global growth, according to ING sources.

Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Only 16% of consumers surveyed by LIMRA said they are familiar with target-date funds (TDFs).

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.

The median return of the BNY Mellon U.S. Master Trust Universe was 4.66% for the third quarter.

Four years after the 2008 global financial crisis, a lack of faith in equity investing appears to be lingering.

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.