Tag: Performance

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

The relative attractiveness of annuitizing pension liabilities fell for the second month in a row, according to Dietrich & Associates, Inc.’s Pension Risk Transfer Index.

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

Retirement plan advisers can deliver significant value by helping sponsor clients address the shortcomings of prepackaged TDF solutions, says Tara Mashack-Behney of Conrad Siegel Investment Advisors.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

Long-term funds netted $39.2 billion in May, increasing the year-to-date intake to $215 billion, according to Strategic Insight (SI).

Global asset manager Russell Investments announced the annual realignment of its global equity indexes to reflect market changes from the past year.

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between 2010 and 2012, according to a new analysis from the Employee Benefit Research...

Witnesses for a hearing about women’s retirement security advocated for Social Security improvements, expanded retirement plan access, and plan design changes.

Market volatility and questions about interest rates have brought asset allocation and portfolio management to the forefront for financial advisers, according to a Fidelity Investments survey.