Investing

The largest rise in smart beta adoption this year is among asset owners with $1 to $10 billion in assets under management.

Fixed-income investments play a crucial role in overall target-date fund performance, but a new report suggests plan sponsors spend far more time thinking about the equity side. 

As managed account assets climb, these solutions are seeing major shifts in product development, and they can be especially efficient for certain participant demographics.

Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe has had an average annual return of 14.3%—a...

One study suggests asset managers sticking to old sales and service models will very quickly start to fall out of favor among DC plan clients and other institutional...

In a report, the firm aims to challenge five myths about using OCIOs.

What investment experts are telling investors, young and old, to do in response.

“This quarter’s return boosted the one-year return to 10.49% for the year ending March 31, 2017,” says Robert J. Waid, managing director, Wilshire Associates.

Kelley Long, member of the AICPA Consumer Financial Education Advocates group, has a few suggestions for plan sponsors and plan advisers to help participants not react to unreliable...

Plan sponsors participating in a recent PLANSPONSOR forum especially expressed concerns about transparency issues.

Corporate pensions, public pensions, defined contribution plans and union plans all voice increasing interest in emerging market investments.

With TDFs dominating the DC market, fund managers are looking at new ways to enhance these vehicles and face the competition.

More than two-thirds (68%) of respondents say integration of ESG has significantly improved returns, a State Street Global Advisors survey finds.

Data from Pew does not reveal a best or one-size-fits-all approach to successful investing, but there is a uniform need for full disclosure on investment performance and fees.

There are some ways in which Millennials are demonstrating prudence and foresight as investors—and other ways they are not.

The second highest priority listed by plan consultants is an evaluation of investment fees.

Passive strategies accounted for nearly all of March’s net inflows.

“Responses to the shift vary greatly, ranging from just hoping this trend changes to working to reduce their cost structure, with everything in-between,” TABB Group says.

They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the point of transaction. 

“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge, and/or deliver reliable income,” Cerulli researchers explain.