Investing

Net outflows among active funds were driven by redemptions in large capitalization strategies, Strategic Insight data shows.

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs. 

Cerulli sees robo-advisers as a tool to enhance adviser-client relationships.

Corporate ERISA plans were helped by a significant allocation to high yield, emerging market debt and longer duration investment grade bonds.

ESG investing principals are being implemented by institutional investors in a rich variety of ways, with an increasing emphasis on the “social” and “governance” portion of ESG. 

Morningstar argues the increased savings benefits measured among managed account users are likely to outweigh the costs of such products over TDF pricing. 

Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to the method for paying investment provider fees and...

A convergence of factors is expected to lead asset managers to innovate products and services.

Nearly six in 10 Americans expect the markets to become more volatile following the results of the presidential election, a survey found.

There has been a shift to investing in government money market funds since the SEC’s new money market fund reform.

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for passive managers while simultaneously creating a significant headwind...

Adding a range of high-income generating assets to a traditional retirement-stage TDF portfolio could boost income returns by nearly 40%, an analysis finds.

They also expect the Federal Reserve will raise rates by year-end.

Some providers are encouraging a type of hybrid approach, bringing together the best of both TDFs and managed accounts. 

A report from Department of Financial Services Superintendent Maria T. Vullo says actions of the New York State Comptroller are in contrast to other state pension managers which...

Forty-five percent of households headed by Millennials held their funds only through employer-sponsored retirement plans, according to the Investment Company Institute.

In addition, the approaching deadline for money market funds to comply with new regulations caused an even greater bifurcation among taxable money market funds, Strategic Insight reports.

Stronger liquidity rules for mutual funds and permitting ‘swing pricing’ could help long-term retirement investors.

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says Joe Ready with Wells Fargo.

They fail to provide the investment managers with the requisite information to take advantage of these customized portfolio services.