Tag: Performance

GMO Says Focus on Wealth, Less on Risk

Sure it's good to achieve a “comfortable” retirement, but one investment manager says many retirement plan participants are struggling to achieve even basic levels of retirement income adequacy.

Corporate Pension Funds Far Healthier

Strong global equity market performance and higher liability discount rates worked wonders on the funded status of S&P 500 Index companies during 2013, says Wilshire Consulting.

A Warm Reception for Alternatives

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

An Argument for 'To-Retirement' TDFs

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.

Reducing Volatility in DC Plan Lineups

It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.