Investing

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

Northern Trust wants to put an end to litigation that has been ongoing since 2009.

With traditional fixed-income investments continuing to provide unattractive returns, consultants to defined benefit retirement plans are looking for opportunities overseas.

In total, U.S. Equity funds saw outflows in January.

Returns in the BNY Mellon U.S. Master Trust Universe were positive in 2014, but a weak forth quarter pushed performance well below 2013 levels.

A new report from CEM Benchmarking claims to have settled, at least in part, the active versus passive investing debate for defined benefit pension plan sponsors.

All plan types had a median return of 1.70% in Q4 2014.

The nation’s largest public pension funds will receive damages for losses on investments improperly rated by Standard and Poor’s.

All plan types in the Northern Trust Universe had annual gains of 5% or greater in 2014.

The General Board of Pension and Health Benefits of The United Methodist Church has adopted new investment guidelines.

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.

The 2014 NACUBO-Commonfund Study of Endowments reveals higher education institutions were highly invested in alternatives.

Rapid growth in exchange-traded fund assets is causing significant change at asset management firms, including many managers serving retirement plan markets.

The SEC has charged Standard & Poor’s with fraudulent ratings conduct related to ratings of mortgage-backed securities.

A PIMCO Total Return Fund investor lawsuit calls into question compensation paid to former co-chief investment officers and co-chief executive officers Mohamed El-Erian and Bill Gross.

Equities captured the majority of fund inflows in 2014.

Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.

In 2015, the question for defined benefit plan sponsors will not just be, “What will interest rates do?”

Retirement investors and pension funds have not had to wait very long to test their 2015 portfolio strategies against increased volatility and fluctuating asset prices.

The use of ETFs in 401(k) plans has been slow to catch on, but some still believe it will happen.