Institutional Investors End 2018 Down More Than 4%
“Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.
Investing
Institutional Investors See Worst Calendar Year Performance Since Great Recession
“Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations to bonds,” says Bill Frieske, with Northern Trust.
Gen Xers Need a New Focus for Saving and Investing Amid Market Volatility
How the middle generation can protect retirement assets, even with the consequences of market volatility.
DC Plan Sponsors Slow to Adopt Hybrid QDIAs
Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t actively select it, they have hesitations about using...
Public DB Plans Invest More in Risker Assets Than Private Plans
Research from the Center for Retirement Research (CRR) at Boston College also suggests public defined benefit (DB) plan return assumptions are on the optimistic end compared with those...
The Effect of Market Volatility on Millennials’ Retirement Savings
Millennials need to understand their longer investing time horizon allows them to handle more market risk and even provides certain opportunities for saving for retirement.
Study Suggests ‘Optimal’ Range of 401(k) Investment Categories
Based on the ERISApedia.com Market-Based Portfolio Model, the optimal number of investment categories is between 12 and 20.
Conrad Siegel Offers Tips for Retirement Plan Investment Lineups
Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet the needs of different types of investors.
As Volatility Returned, Endowment Index Lost Ground in 2018
The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a...
401(k) Participants Made Opposing Trades in 2018
High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in opposite directions.
Many Foundations and Endowments Underestimate Investment Risk
Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they are unwilling or unable to withstand significant volatility.
Economists Assess Likelihood of Recession in the Year Ahead
While they expect ongoing stock market frothiness in 2019, leading money managers point to the absence of the typical signs of the end of a business cycle.
Mission-Based Employer Embraces ESG TDFs, In-Plan Income
UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education, sustainability and global thinking, the school has embraced...
Participants Need Support to Weather Bouts of Volatility
One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened in the markets in the last week or...
Diverse Stakeholders Look to Boost In-Plan Retirement Income
Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling of efforts by recordkeepers to keep assets in...
Another Fund Manager Forecast Urges Tempered Optimism
Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should be more thoughtful about the growth assets they...
ESG Access Among Active Management Opportunities in 2019
Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about how “ESG” fits into the discussion of active...
401(k) Participant Trading Returned to Normal in November
Most 401(k) trading in the month favored fixed income investments.
Economists Remain Optimistic Despite Volatility
The top economists at J.P. Morgan Asset Management and Vanguard remind investors that volatility is normal, and that long-term thinking is a solution to short-term stress about equity...
Institutional Investors Bracing for Continued Market Volatility in 2019
They also expect the bull market will end in the coming year.