Tag: Performance

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives. 

Prudential Investments DCIO executive Michael Rosenberg warns investors not to leave their portfolios exposed to “bad luck” in the five or 10 years before retirement. 

Hundreds of thousands of frequent flyer miles and dozens of client meetings across several continents will give a DC industry pro some interesting perspective on cross-border financial planning...

Research from MainStay Investments suggests the anticipated increase in U.S. interest rates, if kept to a modest 25 to 50 basis points during 2016, could create pricing imbalances...

Research from Prudential reminds young workers of the impressive power of compound interest in building retirement wealth—and that no risk means no reward. 

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

No way around it—new research from TIAA-CREF into the way U.S. retirement savers think about their investments is downright troubling. 

A new ICI study finds nearly one in three Millennial households owns mutual funds.

Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October. 

GIC/stable value funds led inflows during the month. 

HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health care and maintain their planned standard of living...

Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire Associates.

PLANADVISER reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case.

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

The demand for low fees will continue to cut into actively managed funds in portfolios.

University researchers found institutional investors using concentrated investment strategies fared better than more diversified investors.

Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.  

The way investors treat their assets is changing, especially among Millennials.

It’s rarely a good move to trade on emotion, but it does make sense to revisit risk tolerance during times of volatility.