Tag: Performance

With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios. 

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.

Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes. 

Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.

A trio of experts from Manning and Napier examine the “new era of DC plan menu design,” arguing encouraging developments are on the horizon.

Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing...

Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines. 

ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

The underlying lawsuit accused the firm of failing to monitor an affiliate charged with overseeing a stable value fund offered as an investment option in 401(k) plans for...

About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.

For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.

Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted...

They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession. 

However, corporate funds' and Taft Hartley plan's returns trailed those of public funds and foundations and endowments.

Institutional investors recognize that the expanding middle class in emerging countries will contribute dependably to global growth over the long-term, according to OFI Global Asset Management. 

With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd.