Tag: Performance

 Breckinridge Capital Advisors developed a proprietary in-house Sustainability Modeling Framework that rates corporate and municipal bonds.  

The trend toward more transparency of plan assets and liabilities seems to be gathering momentum.

New York Life Investments and Reliance Trust Company have introduced a stable value fund.

An institutional investor equities holdings comparison platform was introduced by eVestment. 

A report underscores the necessity and analyzes the techniques available for defined benefit plans to hedge interest rate risk.

A 4% spending goal may still be a reasonable starting point for investors who follow a total-return spending approach, a research paper concludes.

Stock and bond funds saw more than $1 trillion of capital appreciation in 2012 so far, according to Strategic Insight.

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.

Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.

The median return of the BNY Mellon U.S. Master Trust Universe was 4.66% for the third quarter.

Four years after the 2008 global financial crisis, a lack of faith in equity investing appears to be lingering.

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.

One of the greatest risks for long-term investors in the current market is reinvestment rate risk.

Retail and institutional investors are exhibiting behavior that appears to be at odds with their investment goals, a study found.

Volatility is likely to continue with current market conditions, but investors should keep a long-term outlook.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Nearly all institutional plans showed positive returns for the third quarter, while 12-month returns hit double digits, Wilshire found.