Investing

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective investment trusts (CITs) have been increasing, while target-date...

Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to protect funding levels; they suggested liability-driven investing is...

It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index. 

Between nearly doubled investment returns, stable contributions and cost-effectiveness, the "2018 NCPERS Public Retirement Systems Study” shows an increase in pension funding.

“Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.

“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.

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...

Based on the ERISApedia.com Market-Based Portfolio Model, the optimal number of investment categories is between 12 and 20.

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.

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...

High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in opposite directions.

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.

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.