Investing

“We are reaching out to our clients and pointing out that over the long term, the world survives. These short-term events don’t last, so don’t speculate on outcomes...

Outflow pressures from active large-cap and growth oriented strategies continued, says Strategic Insight.

Keeping it simple for participants, paying attention to fees, and considering money market reform are transforming DC plan investment menus.

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner. 

The growth will be “driven by the continued discovery of new and more sophisticated applications for the funds across investment portfolios,” says Andrew McCollum with Greenwich Associates.

The industry has made much more headway on improving participant portfolio construction, says Jean Young with the Vanguard Center for Retirement Research.

Market volatility and funding relief allowing lower required contributions have impacted the value of LDI and other pension plan de-risking strategies, SEI says.

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate glide path for their plan’s demographics is to...

DB plan sponsors should act to protect themselves in the new regime, and in some cases, they can capitalize from it.

Portfolio managers shared what they feel are the most compelling opportunities in the equity markets today.

A survey finds the strongest growth in smart beta adoption is among asset owners with less than $1 billion in assets.

CEM Benchmarking found that the annual cost to manage the CalPERS portfolio was approximately $52 million lower than its peers.

Among bond funds, active and passive strategies attracted new investment totaling $17.6 billion and $9.7 billion, respectively, during April. 

Wilshire TUCS finds the main exception to poor performance for first quarter was the U.S. real estate asset class.

Based on the current environment, investors’ return expectations may be more difficult to reach with traditional investment models.

New research from Cerulli Associates argues managed accounts and target-date funds each have distinct roles to play on the retirement plan investment menu. 

Corporate ERISA plans had the best performance in the quarter.

In addition, nearly six in 10 recently hired plan participants invested in target-date funds.

The asset-weighted average net expense ratio of all U.S. funds was 0.61% in 2015, down from 0.64% in 2014 and 0.73% five years ago, according to Morningstar data.

While investment managers surveyed by Northern Trust feel confident about economic prospects in the U.S., some worries persist about global performance.