Tag: Performance

The Guardian Insurance & Annuity Company Inc. added the Federated Investors Capital Preservation Fund to its fund lineups.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

Signs of a brightening economy include investors planning to buy cars or homes, and making travel plans, a survey says.

Advisers note that consumer anxiety has a negative impact on financial planning and investment decisions, a survey of financial advisers finds. 

Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Investors should expect strong equity market results through 2014, with the potential for real U.S. GDP growth to approach 5% in multiple quarters.

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

The pension funded status of the U.S.’s largest corporations jumped by 16 percentage points in 2013, year-end analysis shows.

Defined benefit (DB) plans have enjoyed a funded status boost of late, but what does this mean for their future?

The global economy is improving, inflation will stay moderate and equities will outshine bonds in 2014, say Merrill Lynch and U.S. Trust.

Retirement plan provider Securian Retirement announced the launch of a new open-architecture product offering.

Improving stock markets and strong inflows helped investors in stock mutual funds and exchange-traded funds (ETFs) earn nearly $2 trillion during 2013.

The United States had nearly $12.5 billion of inflows for exchange-traded funds (ETFs) during November, increasing year-to-date inflows to $163.8 billion.

Even with strong capital market performance, many liability-driven investors decreased equity allocations this year in favor of fixed-income vehicles.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Actively and passively managed funds can complement each other and allow investors to fill portfolios with the best investment opportunities, both within and across markets.

An analysis has found a fixed-income strategy that may work regardless of interest rate behavior, according to Principal Financial Group.