Investing

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.

It won’t be an easy or even a comfortable time for bond investors, but Prudential predicts 2016 has a lot of potential upside for fixed-income markets. 

Richard Fulford at PIMCO suggests plan sponsors evaluate active approaches, including custom target-date strategies, among other investment considerations.

The DOL is asking a Florida district court to take action against an employer accused of inflating its fair market value during an employee stock ownership plan transaction.

Institutional investors and more affluent individuals aren’t pulling out of markets amid increased volatility—opting instead to reassess risk and seek out more strategic approaches.

Even with deepening concerns about corporate earnings and U.S. economic growth, asset managers are not rushing for the door on equities.

Managing director of AB’s alternatives and multi-asset arm says the current market environment is rife with opportunities.

New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December.

It is believed the Israeli banks help finance settlement construction in what some consider illegally occupied Palestinian territories, according to news reports.

TDFs may be the main vehicle by which alternative investments in DC retirement plans are increased, suggests one researcher.

Investment providers and recordkeepers are paying more attention to developments in the environmental, social and governance investing space. But what about plan sponsors?

Mercer outlines the top investment considerations for not-for-profit healthcare organizations for 2016.

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

Why do so few DC plans offer stable value funds on the investment menu?

John Hollyer with Vanguard says investors have been well-served by mutual fund regulations so far, so the SEC’s new efforts will likely have a minimal effect on investors.

Market conditions may motivate retirement plan sponsors to move to active strategies, says Bob Doll, senior portfolio manager and chief equity strategist for Nuveen Asset Management.