Tag: Performance

This will be the third straight year of double-digit gains for domestic stocks, predicts Bob Doll, Chief Equity Strategist and head of the U.S. Large Cap Series equity team at...

The TCW Group, Inc. announced the availability of the TCW Emerging Markets Local Currency Income Fund.

Worldwide, mutual funds added more than $900 billion in long-term net gains for 2010, according to a report from Strategic Insight, an Asset International company.

The U.S. broad-market Russell 3000 Index began the decade with technology as the most heavily weighted sector, but now the financial sector has emerged as leader.

A new Harris Poll finds 22% of those surveyed pledging to save more for retirement,with 40% planning to save more overall in 2011.

Northern Trust upgraded its suite of risk tools by integrating BarraOne to strengthen predictive risk analytics and reporting across asset classes, including derivatives.

Morgan Stanley Smith Barney’s Global Investment Committee hosted a press briefing today to discuss its outlook for 2011.  

New absolute return portfolios are designed to deliver positive performance over a reasonable timeframe regardless of the ups and downs of the market.

Janus Capital launched three new investment strategies, which are available for U.S. institutional investors in separate accounts.

A new study of global fund distribution features by Strategic Insight (SI) says the future holds a reduced number of blockbuster funds in a more guided architecture context.

The median return of the State Street Universe (SSU) of total plans rose 8% in the third quarter of 2010, following the 4.4%-loss in the prior quarter, State...

Russell Investments launched the first five equity benchmarks in a series of equal weight equity indexes that reflect U.S. and global market segments.

The latest data from the Aon Hewitt 401(k) Index for September indicates that asset movement slightly favored fixed income, despite the strength of equity markets during the month.

A federal judge in New York has tossed out allegations CitiStreet violated its fiduciary duties by misrepresenting the State Street Daily Bond Market Fund as a safe, conservative...

PIMCO has launched the PIMCO High Yield Spectrum Fund.

Stock and bond funds experienced net outflows of $2.9 billion in May, according to data from the Financial Research Corporation (FRC).  

Advisers responding to a recent survey say clients are at risk of falling short of their financial goals if corrective action is not taken.

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

DALBAR, Inc. has released its national study of what investors expect to see in a statement from financial services companies.