Investing

Taking a look at the cumulative average account balance changes for consistent 401(k) participants among the full universe of the EBRI/Investment Company Institute (ICI) database, the recent drops...

“Ultimately, we believe that an active and tactical approach to investing in green bonds may allow investors to better manage risk factors, such as those relating to currencies...

Nearly six in ten pre-retirees and 32% of retirees describe their primary investment strategy as focused on either “aggressive growth” or “moderate growth;” a MassMutual survey finds.

In the past 12 to 18 months, 56% of institutional investors have increased their exposure to focused strategies, defined as 50 or fewer holdings, a survey finds.

State pensions have a history of “talking with their feet” in a show of activism against undesirable products or actions.

Steve Deschenes, product management and analytics director at Capital Group, says, “The active-passive debate is an industry discussion which distracts investors from what can have a real impact...

One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date fund or similar benchmark; Empower Retirement argues there...

The nation's largest public pension plan has adopted CFA Institute’s Global Investment Performance Standards (GIPS) and says while many asset owners require their investment managers to comply with...

An open letter penned by Connecticut State Treasurer Denise Nappier presents an articulate defense and endorsement of ESG investing programs—in this case suggesting divestment from gun manufacturers may...

Investors surveyed by Natixis cited strategies they've been using to diversify their portfolios.

Some investors cite the concern that publicly owned companies may be “greenwashing” reported data to enhance their image from the ESG investing perspective, cited by 37% in a...

“The takeaway is critical: it pays to remain patient,” the researchers wrote.

ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the multi-layered construction of target-date funds; a new paper...

Common sources of plan sponsor and participant concern with managed accounts include cost concerns, lack of participant understanding, and lack of qualified default investment alternative status unless only options...

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median one-year gain for all plan types of 14.72%.

Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and governance investing programs.