Investing

For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving for the long-term.

Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number of securities has sharply declined.

Historically, financial instruments, such as mortgage-backed securities, credit default swaps, complex bonds and other derivatives, have been difficult to value, which has the potential to adversely impact markets...

Hedge funds have been producing low returns, but slightly less volatility, while other alternative investments are associated with more volatility, a study found.

Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced chief investment officer services.

Long-horizon investing can generate up to a 1.5% premium on returns, according to a Willis Towers Watson study that modeled pension plan investment practices.

Many say they are not provided the information from their adviser or provider.

Since the financial crisis of 2008, transparency has grown in importance among asset managers dealing with alternative investments, but there is a lack of consensus about how to...

PGIM says a one-size-fits-all classification of emerging markets will become obsolete.

Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their participation in company-sponsored retirement plans.

The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.

 

A panel at the PLANSPONSOR National Conference discussed choosing investment committee members, as well as best practices for training them.   

DC plan sponsors have been hesitant to adopt retirement income products and solutions, but changes may be coming to spur more innovation in the industry to address their...

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

It is the highest quarterly increase for the index since 2013.

Managed account providers are focused on platform consolidation and expect fees to decline.

In the U.S., TDFs have consistently had positive gaps because U.S. investors contribute to their 401(k) savings with every paycheck, and TDFs reduce bad market timing decisions.

CIT assets have been increasing 14.4% a year, according to DST.

A review of available share classes and what they mean, and a look at what’s new.