Tag: Performance

Investors who dynamically adjust asset class exposures as growth and inflation expectations shift may significantly improve risk-adjusted returns, according to a white paper from BNY Mellon.

A survey released by Natixis Global Asset Management found nearly half of American investors fear losing money due to market volatility.

Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.

Fewer than 3% of participants in Vanguard-administered defined contribution plans made one or more portfolio trades or exchanges in August, despite a volatile market.

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

UpTick Data Technologies developed a customized reporting solution for Robert W. Baird & Co.’s Retirement Plans Services division.

Plan sponsors and participants have become more conservative in recent years, leading them to stable value products that preserve capital and deliver steady returns, according to a white...

The percentage of advisers who think the economy is headed for a “double-dip” recession in the next six months—although still more than half—has decreased from one year ago....

The Callan DC Index eked out a negligible 0.23% return in the second quarter of the year.

Vanguard researchers report that the levels of market variations today are ordinary when compared to other periods characterized by major global events.

Commonwealth Financial Network developed the Commonwealth Model Management platform to help advisers with systematic managing and rebalancing of client portfolios. 

In what industry experts are calling “unprecedented times,” experts say it is important that investors avoid panic selling and stay focused on their long-term strategies. 

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

A panel at the PLANSPONSOR National Conference discussed best practices for building a better retirement plan investment menu.

Year-to-date global long-term fund flows through April 2011 reached $268 billion, according to Strategic Insight’s Global Mutual Fund Review.

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its indexes are reconstituted on June...

The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.

State Street’s SPDR University suggests that investors would be well-served to start thinking about how exposure to real assets can help position their portfolio for rising inflation.

Genworth Financial Wealth Management is introducing Genworth Portfolio Solutions (GPS), providing advisers with four asset allocation models.