Investing

Economies of Scale Strongly Benefit the Largest Plans

Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion to $10 billion in assets) and 91% more than the largest funds (greater than $100 billion in assets), Callan found.

SEC Fixed Income Liquidity Committee Sets First Meeting

The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional investors, small and large issuers, trading venues, dealers, and self-regulatory organizations, among others.

The Old Equity Bull Market Charges Into 2018

“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning to 2018 we can be quite optimistic once again, but even so, we have to keep in mind that 2016 and 2017 were not normal.”

Inflation and the Fixed-Income Outlook for 2018

Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of inflation, says Matt Toms, Voya Investment Management’s chief investment officer for fixed income.

Multi-Asset Fund Research Recommends More Focused Benchmarks

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected on average; this runs the risk of investors losing sight of the primary goal, potentially leading to disappointment.

CIT’s Costs Attract Institutional Investors

A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that it can often gain more favorable pricing compared to using other vehicles.