Active Investors Confident in Market Growth, Fidelity Finds
Most active investors expect the S&P 500 to remain stable or rise more than 100 points by year-end, according to a recent Fidelity Investments poll.
Tag: Performance
Neuberger Berman Unveils All-Cap Mutual Fund
The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.
SEC Readies to Rein In Money Market Funds
The Securities and Exchange Commission (SEC) voted Wednesday to propose rules that would reform the way money market funds operate to make them less susceptible to runs that...
Maybe DC Plans Should Be More Like DB Plans
Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.
S&P 1500 Pension Funding Levels Continue Rallying
Funding levels of pension plans sponsored by S&P 1500 companies continued a strong rebound in 2013, according to consulting firm Mercer.
Adviser Optimism Inches Up in May
After a pessimistic April, advisers showed more inclination to think positively about the economy and markets, according to WealthManagement.com’s Advisor Confidence Index.
Funded Status of Corporate Pensions Increased in May
The funded status of U.S. corporate pension plans increased during May, according to the BNY Mellon Investment Strategy and Solutions Group (ISSG).
Constructing a ‘Thoughtful’ Glide Path
When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.
Schwab Launches Addition to Advised Solutions
Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.
DB Plans Outperformed DC Plans in 2011
Investment returns in defined benefit (DB) retirement plans outperformed those in defined contribution (DC) plans in 2011 by the widest margin since the mid-1990s, according to a new...
Allocation to Alternative Indexes on the Rise
A study from Northern Trust found that more institutional investors are considering allocation to alternative indexes for beta management.
Taxable-Bond Funds Top Asset Gatherers
In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds, according to Morningstar.
Time to Consider Real Estate Investments
The past few years have seen a steady increase in real estate investments, according to Chuck Schreiber Jr., chief executive of KBS Realty Advisors.
Participant Accounts See Little Movement in March
Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.
Funds Set Quarterly Inflows Record
Stock and bond mutual funds and ETFs (exchange-traded funds) set an all-time quarterly flows record in the first quarter of 2013 of $246 billion.
Brightening Signs Lift Investment Managers’ Outlook
Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.
Things May Be Looking Up for Investors
The economic outlook is better than investors might think, according to OppenheimerFunds.
Target-Date Funds ‘Structurally Unsound,’ Paper Says
Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.
MFS Rolls Out Lower-Cost Class R5 Shares
MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.
The Search for Income Is Local—for Now
U.S. investors said they have just 11% on average of their income-producing assets invested internationally.