Tag: Performance

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

U.S. corporate pension plan funding decreased in October, erasing September gains.

Misconceptions about liability-driven investing (LDI) prevent many investors from implementing this strategy. 

Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.

Ibbotson Associates reported target-date fund (TDF) returns experienced gains in the third quarter.

Prudential Investments launched the Prudential Short Duration High Yield Income Fund.

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.

In September, mutual fund investors continued to seek income and safety in bond funds, which gained another $32 billion for the month.

A white paper from Rocaton Investment Advisors suggests market conditions combined with recently passed pension funding relief justifies a new look at liability-driven investment (LDI) strategies.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

The Dietrich Pension Risk Transfer Index, which tracks the relative attractiveness of annuitizing pension liabilities, increased for the second month.

According to BNY Mellon, the funded status of U.S. corporate pensions increased for the second straight month to 75%, the first two-month winning streak since February.

The majority of investors view tail-risk management as an important part of their investment plans, but barriers remain for adopting risk-mitigation strategies.

Many Americans choose to retire when the economic markets are peaking, an action that can cause problems for their long-term financial stability, a researcher found.

North American investor confidence continued to decline this month, according to State Street Global Markets.

Northern Trust added client collateral to the categories managed by its Exposure Analysis tool, to help institutional clients collect complex information at the fund or plan level.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic crisis.

The size of defined contribution (DC) participant balances declined in the second quarter of 2012 by more than 2%, according to the Callan DC Index.