Assets in ETF Managed Portfolios Rose 43% in 2011
January 23, 2012 (PLANSPONSOR.com) - Total assets in exchange-traded fund (ETF) managed portfolio strategies rose 43% in 2011, according to a report from Morningstar.
Investing
U.S. Mutual Funds See Net Inflows of $65B in 2011
January 17, 2012 (PLANSPONSOR.com) – Strategic Insight (SI) reports investors withdrew an estimated net $22 billion from stock and bond mutual funds in the U.S. in December.
U.S. Mutual Funds See Net Inflows of $65B in 2011
January 17, 2012 (PLANSPONSOR.com) – Strategic Insight (SI) reports investors withdrew an estimated net $22 billion from stock and bond mutual funds in the U.S. in December.
Long-Term Funds Mark Worst Stretch in Four Years
Long-term mutual funds had a second consecutive month of net redemptions with outflows of $9.8 billion in December 2011.
U.S. ETF Industry up 5.5% for 2011
January 9, 2012 (PLANSPONSOR.com) – ETF flows topped $19 billion in December 2011.
J.P. Morgan Predicts Top Investment Trends for 2012
January 5, 2012 (PLANSPONSOR.com) - The year 2011 was packed with market surprises from natural disasters to ratings downgrades...
Mutual Funds See $6B Net Outflow in November
December 14, 2011 (PLANSPONSOR.com) - November was another "risk-off" month for mutual fund investors with $6.3 billion in long-term outflows, according to data from Morningstar.
U.S. Stock & Bond Mutual Fund Flows Down in 2011
December 12, 2011 (PLANSPONSOR.com) – The U.S. mutual fund industry is on track for $80 billion in net inflows for 2011.
Funded Status of U.S. Pensions Rises to 75.1% in November
December 7, 2011 (PLANSPONSOR.com) - Liabilities fell faster than assets for the typical U.S. corporate pension plan in November.
Callan DC Index Suffers Loss in Third Quarter
December 5, 2011 (PLANSPONSOR.com) – The Callan DC Index suffered a loss of 11.45% in the third quarter of...
ETFs Could See $100B in Inflows in 2011
November 11, 2011 (PLANSPONSOR.com) - Strategic Insight (SI), an Asset International company, said U.S. Exchange-Traded Funds (ETFs) in October experienced $19 billion in net inflows.
Taxable Bond Funds See Biggest Inflows Since May
November 11, 2011 (PLANSPONSOR.com) - Thanks to demand for taxable bond funds, U.S. stock and bond mutual funds saw net inflows of $1.1 billion in October 2011.
Investors redeem $18.2B From U.S. Stock Funds in October
November 10, 2011 (PLANSPONSOR.com) – Long-term mutual fund inflows were just $745 million in October, according to Morningstar.
ETF Assets See Double-Digit Rise
November 7, 2011 (PLANSPONSOR.com) - Month over month, exchange-traded fund (ETF) assets rose $110 billion, up 11.5% in October.
Asia Records $25 Billion in Net Inflows
November 4, 2011 (PLANSPONSOR.com) - Despite difficult markets, long-term mutual funds in Asia recorded $25 billion of net inflows during the third quarter, according to global research firm...
U.S. Pension Plan Funding Recovers in October After Record Lows
November 3, 2011 (PLANSPONSOR.com) - The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased by $41 billion during October, from a deficit of approximately $512...
Institutional Investors End Streak of Positive Returns in Q3
October 31, 2011 (PLANSPONSOR.com) - Northern Trust announced that U.S. institutional investment plan sponsors lost 9% at the median in the third quarter of 2011, ending a streak...
Companies Focusing More on Sovereign Wealth Funds and Emerging Markets
October 25, 2011 (PLANSPONSOR.com) – According to a new survey by BNY Mellon, companies worldwide continue to shift their investor relations strategies to expand outreach to sovereign wealth...
Net 401(k) Participant Transfers Almost Neutral in September
October 19, 2011 (PLANSPONSOR.com) - Despite steep losses in the stock market in September, participant transfers were very modest, according to the Aon Hewitt 401(k) Index Observations for...
Pension Risk Transfer Index Declines in September
October 12, 2011 (PLANSPONSOR.com) - The Dietrich Pension Risk Transfer Index declined more than three points over the last...