Tag: Performance

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. 

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner. 

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to finish. 

Nearly three-quarters think the market volatility will settle down by year’s end.

The firm will compensate certain clients for a proxy voting error the firm made in connection with the leveraged buyout of Dell, Inc. in 2013. 

New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.  

It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. 

“RiskPro will help ensure that advisers build portfolios that are in their clients' best interests, as required by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. 

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...

Just three states can boast a median retirement income figure above 70% of the median working wage in the state, a new Bankrate.com study shows. 

While investment managers are increasingly reserved in their predictions about near- and mid-term economic growth, retirement plan participants are still banking out outsized returns.  

Stronger bond returns could not match weaker U.S. and falling developed market equity returns, according to the Wilshire Trust Universe Comparison Service, dragging down institutional investor performance. 

That’s also an indication that they outperformed their category group.

David Walker, former head of the Government Accountability Office, called on the retirement industry to work alongside government and community leaders to build a better financial future for...

"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold.