Tag: Performance

Investor demand for international equity offerings tumbled again, attracting just $3.8 billion in September, according to Strategic Insight.

GIC/stable value, money market and bond funds again saw the most inflows over the month.

Cerulli Associates finds “fiduciary fears” are supporting flows into lower-cost, passive products, but many plan sponsors overestimate their ability to mitigate fiduciary liability through indexed investments.

Three factors are critical in selecting retirement investments.

A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.

The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.

It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike. 

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week. 

The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the fundamentals—at the roles volatility and perception play in...

401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.

They point out that volatility is the price investors pay for potential returns.

Growth without the drawdown risk in a defined benefit plan? Alternatives may be an answer, some experts say.

Experts suggest a “portfolio” approach can be an adaptable and effective means of controlling retirement spending.

Many advisers are trying to address client concerns about when rates will rise.

Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.

Experts predict the custom institutional asset management industry will approach $3 trillion AUM by 2020.

More than a third say their adviser’s recommendations have boosted their investments substantially.

The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.

The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over the next five years, predicts global analytics firm...

Managed accounts let participants seek and receive professional investment guidance without requiring hands-on management.