Investing

Passive funds continued to drive the strongest inflows, according to Strategic Insight. 

The index is the basis for the Endowment Collective Investment Fund (CIF), used by DC plans.

Declining interest rates were a main driver for the negative change in funding ratios.

Institutional investors are increasingly using factor investing, which takes into account economic growth, inflation and volatility, among other things.

Retirement plan consultants say that active management is important for most major asset classes.

A plan presented to the State Investment Council suggests the public fund should re-allocate hedge fund money into a 60/40 mix of publicly traded U.S. stocks and bonds.

“Industry-wide averages can be misleading, and may be doing investors a disservice by giving them the perception that all active funds cannot outperform passive funds, which is simply...

Aging populations worldwide will create investment opportunities for institutional investors.

Passive stock and bond funds netted $19.9 billion in inflows in February.

JP Morgan researchers suggest 7% or 8% annual return assumptions have very little chance of holding out in coming years and decades.

The public fund giant says VW’s purposeful deception in defeating air quality controls on millions of diesel vehicles polluted the environment and threatens the company’s long-term shareholder value.

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion.

Today’s forward-looking institutions are seeking more than “pure beta,” responding to market volatility with a refreshed look at more active investing philosophies. 

With interest rates expected to rise, should retirement plan sponsors make changes to bond investment choices?

Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory, according to the Callan Target Date Index.

Retirement plan sponsors increasingly feel managed accounts are needed to help employees better prepare for retirement, but employee education is needed.

A recent report from Voya Investment Management contains a trove of fresh insights into the behaviors and preferences of target-date fund investors, including “partial” TDF users who may...

2015 was the first calendar year since 2008 that institutional investors overall had a negative return.

New data from Voya shows TDF investors have grown in sophistication and are embracing a deeper definition of diversification. 

Dan Oldroyd with J.P. Morgan provides TDF investment tips for retirement plan fiduciaries.