Investing

Given relatively expensive domestic equity market valuations and historically low developed market interest rates, institutional investors are increasingly looking for return outside the United States.

While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.

November inflows totaled nearly $53 billion for stock and bond funds, according to Strategic Insight’s monthly fund review.

A recent deal between Northwestern Mutual and the London Stock Exchange Group brings more than $9 trillion in benchmarked assets under one roof.

Major changes are occurring in the fixed-income markets that are driving asset managers to position clients against volatility and future rate tightening, according to Cerulli Associates.

As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to a report from Strategic Insight (SI).

Members of the Baby Boom Generation and Generation X had the highest rates of mutual fund ownership in mid-2014, according to a survey by the Investment Company Institute...

Despite global economic concerns of slowing growth, average equity fund returns ended in positive territory for October, according to Strategic Insight (SI), an Asset International company.

A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend to result in lower net results.

October saw seven days of “moderate” or “high” trading activity within workplace 401(k) accounts—the most days of elevated trading volume since May 2013, according to Aon Hewitt.

Finding yield remains a top consideration for investors choosing fixed-income investments, according to a new survey from Franklin Templeton Investments.

The California State Teachers’ Retirement System (CalSTRS) announced the completion of its Investment Branch leadership restructuring.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in...

Fitch Ratings reports hedge fund assets under management (AUM) should continue growing toward $3 trillion, despite high-profile pension plan withdrawals over the past six weeks.

 

In an effort to diversify their portfolios, institutions are making sizable investments in real assets and are planning to increase their level of activity next year, according to...

Equities contributed to negative returns in the third quarter for the U.S. Master Trust Universe, says BNY Mellon.

The Wilshire Trust Universe Comparison Service (TUCS) shows performance was down for all plan types in the third quarter.

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

Worldwide, exchange-traded fund (ETF) assets fell in September to $2.6 trillion, as all major regions excluding Canada saw a slight decline in assets.

Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.