Tag: Performance

When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.

Fidelity Investments reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of the fourth quarter 2011.

Institutional investment managers are increasingly optimistic about the U.S. economy, but remain concerned about macro risks such as the European debt crisis. 

TD Ameritrade Institutional has expanded its mobile tools to give independent registered investment advisers (RIAs) access to its Veo platform.

According to J.P. Morgan Asset Management’s 2012 market predictions, areas of concern for investors in 2011 have been some of the best-performing areas so far this year.

According to the Commonfund Investor Outlook Survey, institutional investor expectations for 2012 remain strong.  

Most advisers and their clients have different opinions on how a portfolio’s performance should be measured, according to Russell Investments’ latest quarterly survey of U.S. financial advisers.

The Callan DC Index bounced back from a disappointing third quarter to post a gain of nearly 7% in the fourth quarter of 2011. 

Open-end mutual funds had their strongest long-term flows in nearly two years with an estimated $44 billion in February inflows.

Investors put an estimated $46 billion in net inflows into stock and bond mutual funds in the U.S. in February 2012.

In February, corporate pension plans experienced a $20 billion improvement in funding, according to Milliman's Pension Funding Index.  

The aggregate deficit in pension plans sponsored by S&P 1500 companies was $410 billion on February 29, 2012.

The typical U.S. corporate pension plan’s funded status rose 2.1% in February. 

Investors put an estimated net $35 billion in net inflows into stock and bond mutual funds in the U.S. in January 2012, reports Strategic Insight (SI).  

The majority of institutional asset owners closed 2011 in positive territory, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS). 

The long-run outlook for the global stock market is likely to be attractive despite a backdrop of elevated market volatility, below-average growth expectations, and near-0% short-term interest rates,...

Milliman, Inc’s latest Pension Funding Index shows that in December, pensions experienced a $59.7 billion decrease in pension funded status.

Towers Watson believes that stable value investors should be aware of a few shifts brought on by a combination of an underlying structural change and recent economic stress.  

A McKinsey analysis of the asset management industry shows that growth has been more difficult to achieve than profitability, with only one in five asset managers sustaining above-average...

U.S. institutional investors lost 9% at the median in the third quarter of 2011, ending a streak of four consecutive quarters with positive results, according to Northern Trust.