Tag: Performance

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.

Four new asset managers have made it to the plan sponsors’ top 10 list.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can rob huge portions of potential returns.

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

Private employee stock ownership retirement plans (here limited to S corporation ESOPs) outperformed the S&P 500 in terms of total return per participant by 62% from 2002 to...

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

A new infographic presented by ShareBuilder 401k, which specializes in low-cost and exchange-traded fund (ETF) driven 401(k) plans, can help plan sponsors and advisers make the case for...

Americans are on track to replace 58% of current income in retirement, and four factors can help increase that number dramatically, according to Empower’s 2015 Lifetime Income Score...

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

It’s a common research finding that men, on average, have more saved for retirement than women, but new BlackRock research has identified a core of “smart savers” bucking...

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so it’s no big surprise they are struggling with...

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

The market is poised for accelerated defined benefit pension plan risk transfer activity, according to speakers featured in a Mercer webcast.