Tag: Performance

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Bob Doll says the GOP sweep is poised to help corporations and boost the economy.

Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.

“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust.

“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.”

Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.

Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...

Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. 

More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.

Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.

Wells Fargo faces a third ERISA stock drop lawsuit in the U. S. District Court for the District of Minnesota.

They also anticipate that as the election draws near, the markets will become more volatile.

Net redemptions from Money Market funds in September totaled $21.1 billion.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss. 

You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. 

Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows. 

Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.

Sean Rhoderick, taxable fixed-income investing leader at PNC Capital Advisors, outlines unique opportunities driven by conflicted central bank policies and a persistently abnormal rate environment.